Jeffrey Kinberg
Investment Adviser Representative at JOHN Hancock Investment Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Kinberg is an investment adviser representative with JOHN Hancock Investment Management LLC in Lake Oswego, OR, where they have been registered since 2025. They have worked in the securities industry since 2009 and have been registered with 3 firms, including Amundi Asset Management US, Inc. and LORD, Abbett & Co. LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts and Oregon.
Registrations & licenses
- Investment adviser:
- Massachusetts, Oregon
- Broker:
4 states and territories
Idaho, Massachusetts, Oregon, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LORD AbbettJul 2014 – Oct 2021Jersey City, NJ
- Amundi Distributor US, Inc.Dec 2021 – Nov 2024Boston, MA
- John HancockDec 2024 – no end date reportedBoston, MA
- John Hancock Investment Management Distributors llcDec 2024 – no end date reportedBoston, MA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About JOHN Hancock Investment Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Lake Oswego, OR
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Kinberg has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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