Adviser and broker representative · John Hancock Personal Financial Services, LLC
Joseph F. Luiz Jr.
CRD 3187202 · Plainville, MA
At a glance
Joseph F. Luiz Jr. is an investment adviser representative with John Hancock Personal Financial Services, LLC in Plainville, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2006, about 20 years ago. Joseph is also registered as a broker representative.
Current advisory firm
- John Hancock Personal Financial Services, LLCSince June 2019Plainville, MA · $2.2B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.