Shelly L. Lairar

JOHN HANCOCK PERSONAL FINANCIAL SERVICES

Ottawa, ON, K1P 5Z9

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CRD#: 7841053

Professional summary

Shelly Lynn Lairar is a registered financial advisor currently at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC .

Shelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Shelly has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Owner, 5 residential apartment building 143 Elgin St Arnprior On K7S 1N8 owned 6 years May 2018 Zero work during trading hours I have a property manager

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shelly Lynn Lairar'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

October 16, 2024 - Present

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Office #1: 220 Laurier Ave West Ste 1100, Ottawa, On, K1P 5Z9

RIA

CRD#: 174433

Ottawa, ON,

Past

December 12, 2023 - October 16, 2024

VENTUM ADVISORS CORP.

RIA

CRD#: 299365

Ottawa,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD#: 174433 / SEC#: 801-80927

RIA

Registered Investment Advisory firm - (2/13/2015 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/29/2024)

IAR

Massachusetts
(10/29/2024)

IAR

New York
(10/16/2024)

IAR

Pennsylvania
(10/16/2024)

IAR

Puerto Rico
(11/13/2024)

IAR

Texas
(1/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/17/2023

Uniform Investment Adviser Law Examination

Current Firm

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD#: 174433 / SEC#: 801-80927

RIA

Registered Investment Advisory firm - (2/13/2015 Approved)

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Contact information

Main Address

200 Berkeley Street, Boston, MA 02116

Mailing Address

Phone number

(617) 572-0109

Established

Firm type

Fiscal year end

# of Employees

163

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JOHN HANCOCK PERSONALIZED RETIREMENT ADVICE (3/28/2025)

JOHN HANCOCK MANAGED IRA (3/28/2025)

MANULIFE JOHN HANCOCK PRIVATE WEALTH (3/28/2025)

JH ADVICE FINANCIAL PLANNING (3/28/2025)

MYPORTFOLIO (3/28/2025)

Regulatory assets under management

Total Number of Accounts	32,545
AUM (Assets Under Management)	$ 1,975,740,842

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/21/2025	Cover Page	Report
04/22/2024	Cover Page	Report
01/25/2023	Cover Page	Report

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.

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Shelly L. Lairar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shelly Lynn Lairar's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

VENTUM ADVISORS CORP.

Primary Firm SEC Registration

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2023

Current Firm

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

TRUST BUT VERIFY

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