Jamie L. Conlon

JOHN HANCOCK DISTRIBUTORS LLC

Boston, MA 02116

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CRD#: 5341140

Professional summary

Jamie Lee Conlon, CFP® is a registered financial professional currently at JOHN HANCOCK DISTRIBUTORS LLC located in Boston, Massachusetts.

Jamie is registered as a RR (Registered Representative) and started their career in finance in 2012. Jamie has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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 Jamie Lee Conlon'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®

CFP^®

Certified Financial Planner

Experience

Current

June 26, 2025 - Present

JOHN HANCOCK DISTRIBUTORS LLC

Office #1: 200 Berkeley Street, Boston, MA 02116

CRD#: 5249

Boston, MA

Past

March 30, 2023 - June 2, 2025

FIDELITY & GUARANTY SECURITIES, LLC

CRD#: 315720

Des Moines, IA

Past

February 6, 2020 - May 27, 2021

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

July 15, 2015 - December 9, 2019

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

September 12, 2014 - July 10, 2015

OSAIC SERVICES, INC.

CRD#: 133763

CEDAR PARK, TX

Past

January 15, 2013 - July 31, 2014

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

October 15, 2012 - December 31, 2012

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

DALLAS, TX

State Registrations and Notice Filings

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

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

Louisiana
(9/11/2025)

Massachusetts
(9/12/2025)

Exams

State Security Law Exam

Series 63

Date: 11/16/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/12/2012

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

JOHN HANCOCK DISTRIBUTORS LLC

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

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

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

Name	Position	CRD#
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.)	OWNER
BOGLE, JAMES WILLIAM	PRINCIPAL FINANCIAL OFFICER AND FINANCIAL AND OPERATIONS PRINCIPAL	7344902
HARTIGAN, ROBERT JOSEPH	CHIEF COMPLIANCE OFFICER	2931786
LANNIGAN, TRACY KANE	VICE PRESIDENT & CORPORATE SECRETARY	6944688
SILVA, ANTHONY ALEX	DIRECTOR	7755954
TANKERSLEY, GARY LYNN	PRESIDENT & CHIEF EXECUTIVE OFFICER	2637199
WALKER, CHRISTOPHER MICHAEL	VICE PRESIDENT, INVESTMENTS & DIRECTOR	4302554

Disclosures

Regulatory Event	3
Arbitration	3

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jamie L. Conlon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jamie Lee Conlon's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY & GUARANTY SECURITIES, LLC

THE LEADERS GROUP, INC.

COREBRIDGE CAPITAL SERVICES, INC.

OSAIC SERVICES, INC.

THE LEADERS GROUP, INC.

VOYA FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/16/2012

SIE

Date: 10/1/2018

Series 6

Date: 10/12/2012

FINRA

Current Firm

JOHN HANCOCK DISTRIBUTORS LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

JOHN HANCOCK DISTRIBUTORS LLC

TRUST BUT VERIFY

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