AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JF

Jack Fessler

JOHN HANCOCK PERSONAL FINANCIAL SERVICES
Atlanta, GA
Some features on this profile are disabled
CRD#: 7876737
JF

Professional summary

Jack Fessler is a registered financial advisor currently at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC located in Atlanta, Georgia and JOHN HANCOCK DISTRIBUTORS LLC located in Atlanta, Georgia.

Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jack has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Fessler'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

May 5, 2026 - Present

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

RIA
CRD#: 174433
Atlanta, GA
Current

December 2, 2025 - Present

JOHN HANCOCK DISTRIBUTORS LLC

Office #1: 1050 Crown Pointe Parkway Suite 1100, Atlanta, GA 30338
BD
CRD#: 5249
Atlanta, GA
Past

August 29, 2025 - December 1, 2025

MISSIONSQUARE WEALTH MANAGEMENT

BD
CRD#: 23189
WASHINGTON, DC
Past

April 5, 2024 - December 1, 2025

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
Atlanta, GA

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".
JH
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
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.
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
Georgia
(12/2/2025)
IAR
Georgia
(5/5/2026)
RR
Massachusetts
(12/2/2025)
IAR
Massachusetts
(5/12/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/16/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/28/2024
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/29/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/11/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

JH
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD#: 174433 / SEC#: 801-80927

RIA
Registered Investment Advisory firm - (2/13/2015 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

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

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 Accounts32,545
AUM (Assets Under Management)$ 1,975,740,842

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

CRD#: 174433Atlanta, GA

TRUST BUT VERIFY

Monitor Jack Fessler

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.