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Thomas Villalobos
JOHN HANCOCK PERSONAL FINANCIAL SERVICES
Marietta, GA
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CRD#: 8161217
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Thomas VillalobosJOHN HANCOCK PERSONAL FINANCIAL SERVICES
Professional summary
Thomas Villalobos is a registered financial advisor currently at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC located in Marietta, Georgia and MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC located in Atlanta, Georgia.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Thomas has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
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.
1. OBA Name: JHRPS Education Retirement Consultant 2. Is the OBA investment-related: No 3. OBA Address: 200 Berkeley Street, Boston, MA 02116 4. Nature of the OBA: Retirement Plan Services Education 5. Your Position, Title, or Relationship with the OBA: Retirement Consultant 6. Your Start Date with the OBA: June 8, 2026 7. Approximate number of hours per month you devote to the OBA: 75 8. Number of hours you devote to the OBA during securities trading hours: 3 9. Brief description your duties related to the OBA: The representative, acting on behalf of our affiliate, John Hancock Retirement Plan Services, LLC (“JHRPS”), provides educational information to participants in qualified retirement plans administered by JHRPS who are eligible to take a distribution from their plan (due to termination, retirement or other events). This education covers options available to the participant under the terms of their plan, including keeping the assets in the plan, rolling their assets to a new employer’s plan (if applicable), taking a cash distribution, or rolling their asset to an IRA. 10. How are you compensated: Salary and bonus
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Villalobos'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®
NoneExperience
Current
June 9, 2026 - Present
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
Office #2: 1050 Crown Pointe Pkwy Ste 600, Atlanta, GA 30338RIA
CRD#: 174433
Marietta, GA
Current
June 4, 2026 - Present
MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC
Office #1: 1050 Crown Pointe Parkway Suite 1100, Atlanta, GA 30338BD
CRD#: 150842
ATLANTA, GA
Past
March 3, 2026 - May 26, 2026
EQUITY SERVICES, INC.
RIA
CRD#: 265
SANDY SPRINGS, GA
Past
March 2, 2026 - May 26, 2026
EQUITY SERVICES, INC.
BD
CRD#: 265
SANDY SPRINGS, 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
Alabama(6/4/2026)
RR
Alaska(6/4/2026)
RR
Arizona(6/4/2026)
RR
Arkansas(6/4/2026)
RR
California(6/4/2026)
RR
Colorado(6/4/2026)
RR
Connecticut(6/4/2026)
RR
Delaware(6/4/2026)
RR
District of Columbia(6/4/2026)
RR
Florida(6/4/2026)
RR
Georgia(6/4/2026)
IAR
Georgia(6/22/2026)
RR
Hawaii(6/4/2026)
RR
Idaho(6/4/2026)
RR
Illinois(6/4/2026)
RR
Indiana(6/4/2026)
RR
Iowa(6/4/2026)
RR
Kansas(6/4/2026)
RR
Kentucky(6/4/2026)
RR
Louisiana(6/4/2026)
RR
Maine(6/4/2026)
RR
Maryland(6/4/2026)
RR
Massachusetts(6/4/2026)
IAR
Massachusetts(6/9/2026)
RR
Michigan(6/4/2026)
RR
Minnesota(6/4/2026)
RR
Mississippi(6/4/2026)
RR
Missouri(6/4/2026)
RR
Montana(6/4/2026)
RR
Nebraska(6/4/2026)
RR
Nevada(6/4/2026)
RR
New Hampshire(6/4/2026)
RR
New Jersey(6/4/2026)
RR
New Mexico(6/4/2026)
RR
New York(6/4/2026)
RR
North Carolina(6/4/2026)
RR
North Dakota(6/4/2026)
RR
Ohio(6/4/2026)
RR
Oklahoma(6/4/2026)
RR
Oregon(6/4/2026)
RR
Pennsylvania(6/4/2026)
RR
Rhode Island(6/4/2026)
RR
South Carolina(6/4/2026)
RR
South Dakota(6/4/2026)
RR
Tennessee(6/4/2026)
RR
Texas(6/4/2026)
RR
Utah(6/4/2026)
RR
Vermont(6/4/2026)
RR
Virginia(6/4/2026)
RR
Washington(6/4/2026)
RR
West Virginia(6/4/2026)
RR
Wisconsin(6/4/2026)
RR
Wyoming(6/4/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/2/2026
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Loading...
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)
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 | ||
| 04/22/2024 | ||
| 01/25/2023 |
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.
