TrueAdvisor
TrueAdvisor
AC
AC

Andrew Robert Chipman

John Hancock Investment Management LLC
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
John Hancock Investment Management LLC
Compensation
Fee-Only (AUM)
Firm Size
158 advisors
Number of Clients
35,239 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$202.2B

Fee Structure

Financial Planning:Investment management only

Location

Mount Juliet, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
John Hancock Investment Management LLC
March 2023 - Present · 2 yrs 11 mos
John Hancock Investment Management Distributors LLCBroker
March 2023 - Present · 2 yrs 11 mos
John Hancock Investment Management Distributors LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Alliancebernstein L.P.
April 2022 - March 2023 · 11 mos
Alliancebernstein Investments, INC.Broker
March 2022 - March 2023 · 1 yr
Southern Oak Capital, LLC
September 2021 - February 2022 · 5 mos
Vistia Capital, LLCBroker
September 2021 - December 2021 · 3 mos
John Hancock Investment Management, LLC
November 2018 - February 2020 · 1 yr 3 mos
Manulife Asset Management (US) LLC
February 2016 - November 2018 · 2 yrs 9 mos
John Hancock Investment Management Distributors LLCBroker
February 2016 - February 2020 · 4 yrs
Amerivest Investment Management, LLC
July 2013 - January 2016 · 2 yrs 6 mos
TD Ameritrade, INC.
July 2013 - January 2016 · 2 yrs 6 mos
TD Ameritrade, INC.Broker
May 2013 - January 2016 · 2 yrs 8 mos
Fidelity Brokerage Services LLCBroker
October 2012 - April 2013 · 6 mos
State Registrations23 states
ALFLGAIAILKSLAMAMIMNMOMSNCNDNEPRSCSDTNTXVAVirgin IslandsWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.