Aaron Formanek
Investment adviser representative at John Hancock Investment Management LLC
13 yearsExperience
2 statesRegistered in
$212.1BFirm assets
54 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- John Hancock Investment Management LLCDec 2025 to now
- John Hancock Investment Management Distributors LLCOct 2025 to now
- John HancockSep 2025 to now
- Integrity ValetDec 2024 to Aug 2025
- Arizona State UniversityAug 2024 to Dec 2024
- Arizona Public ServiceMay 2024 to Aug 2024
- The Global AmbassadorJan 2024 to May 2024
- Arizona State UniversitySep 2022 to Jan 2024
- Integrity ValetApr 2021 to Sep 2022
- Technology Resource GroupSep 2020 to Apr 2021
- Economic Incentives Advisory GroupApr 2020 to Aug 2020
- University of ArizonaAug 2017 to May 2020
- Arcadia High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, MA).
John Hancock Investment Management LLC
$212.1BAssets managed
126Clients
172Advisers
54 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
- 8174308
- Firm CRD
- 105790