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JO

Jennifer L. Ortale

JOHN HANCOCK DISTRIBUTORS
River Vale, NJ
CRD#: 4142838
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JO
Jennifer Lynn OrtaleJOHN HANCOCK DISTRIBUTORS

Professional summary

Jennifer Lynn Ortale, who also goes by Jennifer Lynn Steen, is a registered financial professional currently at JOHN HANCOCK DISTRIBUTORS LLC located in River Vale, New Jersey.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2000. Jennifer has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jennifer Lynn Steen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jennifer Lynn Ortale's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 15, 2026 - Present

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
River Vale, NJ
Past

October 16, 2024 - May 1, 2026

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
Conshohocken, PA
Past

January 27, 2017 - September 6, 2024

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
ST PAUL, MN
Past

April 26, 2011 - January 3, 2017

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
JERSEY CITY, NJ
Past

March 31, 2010 - January 21, 2011

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

August 9, 2000 - March 31, 2010

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
PLYMOUTH, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/15/2026)
RR
Alaska
(6/15/2026)
RR
Arizona
(6/15/2026)
RR
Arkansas
(6/15/2026)
RR
California
(6/15/2026)
RR
Colorado
(6/15/2026)
RR
Connecticut
(6/15/2026)
RR
Delaware
(6/15/2026)
RR
District of Columbia
(6/15/2026)
RR
Florida
(6/15/2026)
RR
Georgia
(6/15/2026)
RR
Hawaii
(6/15/2026)
RR
Idaho
(6/15/2026)
RR
Illinois
(6/15/2026)
RR
Indiana
(6/15/2026)
RR
Iowa
(6/15/2026)
RR
Kansas
(6/15/2026)
RR
Kentucky
(6/15/2026)
RR
Louisiana
(6/15/2026)
RR
Maine
(6/15/2026)
RR
Maryland
(6/15/2026)
RR
Massachusetts
(6/15/2026)
RR
Michigan
(6/15/2026)
RR
Minnesota
(6/15/2026)
RR
Mississippi
(6/15/2026)
RR
Missouri
(6/15/2026)
RR
Montana
(6/15/2026)
RR
Nebraska
(6/15/2026)
RR
Nevada
(6/15/2026)
RR
New Hampshire
(6/15/2026)
RR
New Jersey
(6/15/2026)
RR
New Mexico
(6/15/2026)
RR
New York
(6/15/2026)
RR
North Carolina
(6/15/2026)
RR
North Dakota
(6/15/2026)
RR
Ohio
(6/15/2026)
RR
Oklahoma
(6/15/2026)
RR
Oregon
(6/15/2026)
RR
Pennsylvania
(6/15/2026)
RR
Puerto Rico
(6/15/2026)
RR
Rhode Island
(6/15/2026)
RR
South Carolina
(6/15/2026)
RR
South Dakota
(6/15/2026)
RR
Tennessee
(6/15/2026)
RR
Texas
(6/15/2026)
RR
Utah
(6/15/2026)
RR
Vermont
(6/15/2026)
RR
Virginia
(6/15/2026)
RR
Washington
(6/15/2026)
RR
West Virginia
(6/15/2026)
RR
Wisconsin
(6/15/2026)
RR
Wyoming
(6/15/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 6/25/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/8/2000
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

JH
JOHN HANCOCK DISTRIBUTORS LLC
JOHN HANCOCK DISTRIBUTORS LLC | MANULIFE FINANCIAL SECURITIES LLC | MANEQUITY, INC.

CRD#: 5249 / SEC#: , 8-15826

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
200 Berkeley Street, Boston, MA 02116
Mailing Address
200 Berkeley Street, Boston, MA 02116
Phone number
(617) 663-3021
Established
Delaware since 08/01/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)OWNER
BOGLE, JAMES WILLIAMPRINCIPAL FINANCIAL OFFICER AND FINANCIAL AND OPERATIONS PRINCIPAL7344902
HARTIGAN, ROBERT JOSEPHCHIEF COMPLIANCE OFFICER2931786
LANNIGAN, TRACY KANEVICE PRESIDENT & CORPORATE SECRETARY6944688
SILVA, ANTHONY ALEXDIRECTOR7755954
TANKERSLEY, GARY LYNNPRESIDENT & CHIEF EXECUTIVE OFFICER2637199
WALKER, CHRISTOPHER MICHAELVICE PRESIDENT, INVESTMENTS & DIRECTOR4302554

Disclosures

Regulatory Event3
Arbitration3

Red Flags

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Company Information

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249River Vale, NJ

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