Jonathan William Millett

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2010 → 11/2021
  John Hancock Funds, Llc
  Boston, MA
• 04/2007 → 11/2021
  John Hancock
  Boston, MA
• 11/2018 → 11/2021
  John Hancock Advisers, Llc
  Boston, MA
• 05/2022 → Present
  Edward Jones
  St Louis, MO
• 11/2021 → 05/2022
  Unemployed
  Vancouver, WA

Previous Registrations

• 2018-11-08 → 2021-11-18
  John Hancock Investment Management Llc
  Boston, MA
  Boston, MA
  Portland, OR
  Vancouver, WA
  Vancouver, WA
• 2017-08-21 → 2018-11-08
  Manulife Investment Management (Us) Llc
  Tempe, AZ
  Boston, MA
• 2013-09-06 → 2014-12-31
  Signator Investors, Inc.
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-06
• S63 Uniform Securities Agent State Law Examination
  2010-10-22