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Jonathan Leon Stanisz

JOHN HANCOCK DISTRIBUTORS
BOSTON, MA
·CRD# 5514458·18 years experience

Professional Summary

Jonathan Leon Stanisz, who also goes by Jon Stanisz, is a registered financial advisor currently at JOHN HANCOCK DISTRIBUTORS LLC located in Boston, Massachusetts. Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2008. Jonathan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jon Stanisz

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

18 years in the financial services industry

Current & Past Employments

JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
BD
200 Berkeley Street, Boston, MA 02116
February 17, 2023 - Present
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
July 27, 2021 - December 12, 2022
JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
BD
Boston, MA
October 2, 2013 - February 10, 2020
SIGNATOR INVESTORS, INC.·CRD# 468
RIA
Boston, MA
September 19, 2012 - April 29, 2013
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Boston, MA
September 19, 2012 - April 29, 2013
JOHN HANCOCK INVESTMENT MANAGEMENT LLC·CRD# 105790
RIA
Boston, MA
June 2, 2010 - December 31, 2010
JOHN HANCOCK DISTRIBUTORS LLC·CRD# 5249
BD
Boston, MA
May 19, 2010 - September 21, 2012
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Saddle Brook, NJ
July 29, 2008 - July 16, 2009
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Saddle Brook, NJ
July 8, 2008 - July 16, 2009

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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)

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

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US 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
COLLIER, JACLYN ELIZABETHDIRECTOR4510882
HARTIGAN, ROBERT JOSEPHCHIEF COMPLIANCE OFFICER2931786
LANNIGAN, TRACY KANEVICE PRESIDENT & CORPORATE SECRETARY6944688
SILVA, ANTHONY ALEXDIRECTOR7755954
WILHELM, BRYAN GARYDIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER5611196

Disclosures

Regulatory Event

3

Arbitration

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2008About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2008About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jonathan Leon Stanisz's CRS (Customer Relationship Summary).

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