Fran Charles Jackson
Investment adviser representative at John Hancock Personal Financial Services, LLC
8 yearsExperience
2 statesRegistered in
$2.2BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- John Hancock Personal Financial Services, LLCAug 2024 to now
- John Hancock Distributors LLCAug 2024 to now
- John HancockJul 2024 to now
- Valic Financial Advisors, Inc.Jun 2024 to Jul 2024
- AgiaMay 2024 to Jul 2024
- UnemployedSep 2023 to May 2024
- Valic Financial Advisors, Inc.Aug 2019 to Sep 2023
- Gwfs EquitiesJul 2018 to Aug 2019
- Valic Financial Advisors, Inc.Aug 2017 to Jul 2018
- MML Investors Services, LLCJun 2017 to Aug 2017
- Massachusetts Mutual Life Insurance CompanyApr 2017 to Aug 2017
- UnemployedJun 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
John Hancock Personal Financial Services, LLC
$2.2BAssets managed
35,589Clients
64Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5241596
- Firm CRD
- 174433