Cody Cameron Stoefen
Investment adviser representative at John Hancock Investment Management LLC
10 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
10 years in the industry.
- John Hancock Investment Management LLCAug 2026 to now
- John HancockJun 2026 to now
- John Hancock Investment Management Distributors LLCJun 2026 to now
- UnemployedFeb 2026 to May 2026
- Virtus Holding Ltd.Aug 2025 to Feb 2026
- University of San DiegoJan 2023 to May 2025
- Amalfi Cucina ItalianaMay 2021 to Aug 2025
- Miracosta Community CollegeAug 2020 to Dec 2022
- La Costa Canyon High SchoolAug 2016 to May 2020
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
- 8298351
- Firm CRD
- 105790