Trevor Nelson
Investment adviser representative at John Hancock Investment Management LLC
18 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
18 years in the industry.
- John Hancock Investment Management LLCJun 2026 to now
- John HancockMay 2026 to now
- John Hancock Investment Management Distributors LLCMay 2026 to now
- Mn Reselling LLCOct 2018 to now
- Cross Country MortgageJun 2025 to Aug 2025
- Cre OnesourceFeb 2025 to Apr 2026
- Third Degree HeatJul 2023 to May 2024
- Grand Canyon UniversitySep 2022 to Apr 2026
- NikeSep 2022 to Nov 2022
- McdonaldsOct 2019 to Nov 2019
- Evergreen Alliance GolfJun 2019 to Aug 2020
- Andover School SystemSep 2008 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8266763
- Firm CRD
- 105790