Unclaimed Profile

Jacqueline Lucille Allard

MANULIFE ASSET MANAGEMENT (US) LLC·BOSTON, Massachusetts

MANULIFE ASSET MANAGEMENT (US) LLC

197 CLARENDON ST, BOSTON, MA 02116CRD# 5524016Firm CRD# 106435

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacqueline Lucille Allard · BOSTON, MA

Registration

CRD #5524016 · MANULIFE ASSET MANAGEMENT (US) LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Jacqueline Lucille Allard is a registered financial advisor based in BOSTON, Massachusetts, affiliated with MANULIFE ASSET MANAGEMENT (US) LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MANULIFE INVESTMENT MANAGEMENT (US) LLC

AUM

$188.8B

Regulatory assets under management

Employees

246

Total firm employees

View all advisors at MANULIFE INVESTMENT MANAGEMENT (US) LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5524016

Firm CRD# 106435

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jacqueline Lucille Allard offer?

Jacqueline Lucille Allard specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Jacqueline Lucille Allard's credentials?

Jacqueline Lucille Allard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacqueline Lucille Allard located?

Jacqueline Lucille Allard is based in BOSTON, Massachusetts, working with MANULIFE ASSET MANAGEMENT (US) LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Jacqueline Lucille Allard charge for services?

Jacqueline Lucille Allard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MANULIFE ASSET MANAGEMENT (US) LLC?

MANULIFE ASSET MANAGEMENT (US) LLC has approximately 246 employees and manages $188.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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