Joseph Erik Bakish
Investment adviser representative at John Hancock Personal Financial Services, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$2.2BFirm assets
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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
11 years in the industry.
- John Hancock Personal Financial Services, LLCNov 2025 to now
- Manulife Wealth Inc.Sep 2025 to now
- Richardson Wealth (USA) LimitedJun 2016 to Sep 2025
- Richardson Wealth LimitedSep 2015 to Sep 2025
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 8188907
- Firm CRD
- 174433