Stephen Jagard
Investment Adviser Representative at Blackrock Investment Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephen Jagard is an investment adviser representative with Blackrock Investment Management, LLC in New York, NY, where they have been registered since 2025. They have worked in the securities industry since 2018 and have been registered with 4 firms, including JOHN Hancock Investment Management LLC and Manulife Asset Management (US) 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 52 (municipal securities representative). They are registered to provide investment advice in New Jersey and New York.
Office
Advisors at this office: 146
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New Jersey, New York
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- Edward Jones InvestmentsDec 2016 – Aug 2017Tempe, AZ
- Port Washington Skating CenterSep 2016 – Jan 2018Port Washington, NY
- JOHN Hancock Funds, LLCJan 2018 – Jul 2024Boston, MA
- JOHN HancockJan 2018 – Jul 2024Tempe, AZ
- JOHN Hancock Advisers, LLCNov 2018 – Jul 2024Boston, MA
- John Hancock Distributors LLCAug 2020 – Jul 2024Boston, MA
- BlackrockDec 2024 – no end date reportedNew York, NY
- Blackrock Investments, LLCJan 2025 – no end date reportedNew York, NY
- N/aAug 2024 – Nov 2024New York, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Blackrock 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
- Fixed fee
- Performance-based fees
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
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 677
- Offices listed on AdvisorFinder:
- 16
- Main office:
- Princeton, NJ
- SEC file number:
- 801-56972
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Blackrock Investment Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Jagard 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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