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Joel Kenneth Berry

John Hancock Personal Financial Services, LLC

Norton, MA

Boston, MA

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Current Employers
John Hancock Personal Financial Services, Llc

200 Berkeley Street, Boston, MA 02116 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-08-18
  • MA RA
    APPROVED
    Since 2020-08-18

Branch Locations

Norton, MA • United States

200 Berkeley Street, Boston, MA 02116 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Waltham MA 01/2018 02/2020
New York Life Insurance Company Waltham MA 10/2017 02/2020
Ira Subaru Danvers MA 11/2015 09/2017
John Hancock Boston MA 03/2020 Present
John Hancock Investment Management Distributors Llc Boston MA 03/2020 06/2024
Manulife John Hancock Brokerage Services Llc Boston MA 06/2024 Present
  • 01/2018 → 02/2020
    Nylife Securities Llc
    Waltham, MA
  • 10/2017 → 02/2020
    New York Life Insurance Company
    Waltham, MA
  • 11/2015 → 09/2017
    Ira Subaru
    Danvers, MA
  • 03/2020 → Present
    John Hancock
    Boston, MA
  • 03/2020 → 06/2024
    John Hancock Investment Management Distributors Llc
    Boston, MA
  • 06/2024 → Present
    Manulife John Hancock Brokerage Services Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-04
S63 Uniform Securities Agent State Law Examination 2018-04-26
  • S65 Uniform Investment Adviser Law Examination
    2020-08-04
  • S63 Uniform Securities Agent State Law Examination
    2018-04-26
Other Names
  • Joel K Berry
  • Joel Berry
  • Joel Kenneth Berry

View on SEC IAPD

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