JOHN HANCOCK INVESTMENT MANAGEMENT LLC

CRD

105790

SEC file #

801-8124

EIN

380788610

DBA names

—

Economics

AUM

$212.05B

AUM band

$1B+

AUM trajectory

'20 · $183.45B

'21 · $196.77B

'22 · $201.48B

'23 · $225.50B

'25 · $202.19B

'26 · $212.05B

'20'26

$183.45B → $212.05B▲ +16%

sec adv history

Client mix

Investment Companies

126

Operations

Employees (total)

357

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 46 advisors

'21 · 45 advisors

'22 · 45 advisors

'23 · 48 advisors

'25 · 28 advisors

'26 · 28 advisors

'20'26

46 advisors → 28 advisors▼ -39%

sec adv history

Primary office

BOSTON MA

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — investment companies

Fee basis

% of AUM

Filings

Latest ADV filing

03/25/2026

ADV-W filed at

—

Website

johnhancock.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

JOHN HANCOCK SUBSIDIARIES LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

JOHN HANCOCK SUBSIDIARIES LLC

FEINBERG, KRISTIE, MARIE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

JOHNHANCOCK.COM

Rdap Domain Creation Date

1996-03-06T05:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

CSC Corporate Domains, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Compensation Trajectory 3y

2025

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000928047

Edgar Registered

Yes

Edgar Filing Count

196

Edgar First Filing Date

1997-02-12

Edgar Last Filing Date

2026-05-15

Edgar 13f Count

180

Edgar 13f Latest AUM Estimate

Filing Date2026-05-15

Accession0001145443-26-000060

Edgar Former Names

MANUFACTURERES LIFE INSURANCE CO

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade	4
State Street	2

adv brochure

Edgar Addresses

Mailing

200 BLOOR ST EASTTORONTO, A6, M4W 1E5

Business

200 BLOOR STREET EASTTORONTO ONTARIOCANADA, A6, M4W 1E5

Edgar EIN

380788610

Edgar Recent Filings

13F-HR2026-05-15 · 0001145443-26-000060

3/A2026-03-03 · 0000928047-26-000002

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-03-07T05:00:00Z

Rdap Domain Last Changed

2026-03-03T06:12:31Z

Rdap Nameservers

A1-25.akam.netA10-64.akam.netA11-65.akam.netA22-66.akam.net

Rdap Secure Dns Enabled

Rdap Status

Client Transfer ProhibitedServer Delete ProhibitedServer Transfer ProhibitedServer Update Prohibited

Trust Company Affiliate

Yes

IAR · Executive Officer · 2.5%

People (55)

MCFETRIDGE, ANDREW, JOHN

2516238

FEINBERG, KRISTIE, MARIE

3162040

FONTANA, PHILIP, JOSEPH

7355051

GEORGOUNTZOS, EFFIE, E

4300422

SEEL, BETSY, ANNE

4469605

SWANBERG, TREVOR, EDMUND

4213623

DANIELLE FURMAN SMOOT

6310843

ROBERT COOPER UMBERGER

JASON MICHAEL MCKINNEY

4352885

JEFFREY OWEN DUCKWORTH

2429017

JULIE ELIZABETH CRONIN

SCOTT ANTHONY BRANDIES

CHRISTOPHER FRANCIS KERGER

4578092

ADRIANA SOFIA DESTEFANIS

MICHAEL WILLIAM FARLEY

MICHAEL JOHN MELCHIONNO

BRENT LANDON CHARRIERE

WILLIAM HARRIS DOZIER

Alexander Preston Jamieson

7774783

JEFFREY STEPHEN DICKIN