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JF

Jennifer R. Freeman

MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC
Boston, MA 02116
Some features on this profile are disabled
CRD#: 7831814
JF

Professional summary

Jennifer Rebecca Freeman is a registered financial professional currently at MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC located in Boston, Massachusetts.

Jennifer is registered as a RR (Registered Representative) and started their career in finance in 2024. Jennifer has worked at 1 firm and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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 Jennifer Rebecca Freeman's CRS (Customer Relationship Summary).
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

July 12, 2024 - Present

MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC

Office #1: 200 Berkeley Street, Boston, MA 02116
BD
CRD#: 150842
Boston, MA

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
Maine
(6/26/2025)
RR
Massachusetts
(6/25/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/11/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/16/2025
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/12/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/13/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MJ
MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC
MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC | MELIO SECURITIES COMPANY, LLC

CRD#: 150842 / SEC#: , 8-68303

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
(888) 695-4472
Established
Illinois since 04/10/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
JOHN HANCOCK SUBSIDIARIES LLCHOLDING COMPANY (100% DIRECT OWNER)
BOGLE, JAMES WILLIAMPRINCIPAL FINANCIAL OFFICER AND FINANCIAL AND OPERATIONS PRINCIPAL7344902
DICKINSON, PAUL WILLIAMCHIEF COMPLIANCE OFFICER2234977
RIDDELL, LAWRENCE LESLIECHAIRMAN, PRESIDENT & CEO2843846

Red Flags

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.

Company Information

MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC

CRD#: 150842Boston, MA 02116

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