Rachel Bonkowski (CRD# 6663940) is an Investment Advisor Representative working at John Hancock Investment Management LLC in Boston, MA and has over 6 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John Hancock | Boston, MA | Apr 2019 - Current | 5 |
| John Hancock Funds, Inc. | Boston, MA | Apr 2019 - Current | 5 |
| Edward Jones | St Louis, MO | Jun 2017 - Mar 2019 | 1 |
| Louisiana State University | Baton Rouge, LA | Aug 2014 - May 2017 | 2 |
| The Paul R. Thompson Group At Morgan Stanley | Baton Rouge, LA | Jul 2016 - Dec 2016 | < 1 |
| Jackson Hewitt Tax Service | Baton Rouge, LA | Jan 2015 - May 2016 | 1 |
| Creative Artist Agency | Los Angeles, CA | Mar 2016 - Mar 2016 | < 1 |
| Otey White And Associates | Baton Rouge, LA | May 2015 - Aug 2015 | < 1 |
| Professional Advantage Realty (engel Volkers) | Lafayette, LA | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- MA
- MO
-
Total Assets Under Management189,589MILLIONS
-
Total Number of Accounts28,802ACCOUNTS
-
Average Account Value$6,582,489
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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