Stephen Jagard
Investment adviser representative at Blackrock Investment Management, LLC
10 yearsExperience
2 statesRegistered in
$676.7BFirm assets
26 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Blackrock Investment Management, LLCJan 2025 to now
- Blackrock Investments, LLCJan 2025 to now
- BlackrockDec 2024 to now
- N/aAug 2024 to Nov 2024
- John Hancock Distributors LLCAug 2020 to Jul 2024
- John Hancock Advisers, LLCNov 2018 to Jul 2024
- John HancockJan 2018 to Jul 2024
- John Hancock Funds, LLCJan 2018 to Jul 2024
- Edward Jones InvestmentsDec 2016 to Aug 2017
- Port Washington Skating CenterSep 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
Blackrock Investment Management, LLC
$676.7BAssets managed
10,859Clients
676Advisers
26 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
- 6732524
- Firm CRD
- 108928