Jacqueline
Friedman

Putnam Investment Management, LLC

CRD#6493740
Investment Advisor
in Boston, MA
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About this Advisor

Jacqueline Friedman is a financial advisor operating in Boston, Massachusetts, with 10 years of financial industry experience. Friedman is an employee of Putnam Investment Management, LLC. Over the course of their career, they have held roles at Dartmouth College, Tillys Surf And Skate Shop, Surf Soccer Club and Torrey Pines High School. Friedman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts. Putnam Investment Management, LLC is a financial advisory business headquartered in Boston, Massachusetts. It has $92 billion in assets under management among its 160 customer accounts, placing it among the largest firms in the nation by assets under management. The company performs a few services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fees usually vary depending on the type of financial services provided. However, fees charged by Putnam Investment Management, LLC likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$91,746,601,063

MA Average: $16,012,751,954
Total Number of Employees

272

MA Average: 118
Total Number of Accounts

160

MA Average: 4,567
Average Account Size

$573,416,257

MA Average: $3,506,186

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Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Jacqueline Friedman Work History

Jacqueline has 10 years of experience.

2016 - Present (3 years)

Putnam Retail Management

2015 - 2015 (0 years)

Jsy Pr & Marketing

2015 - 2015 (0 years)

Dartmouth College

2015 - 2015 (0 years)

Morgan Stanley

2015 - 2016 (1 years)

Dartmouth College

2014 - 2014 (0 years)

Dartmouth College

2014 - 2014 (0 years)

Dartmouth College

2014 - 2015 (1 years)

Surf Soccer Club

2014 - 2014 (0 years)

Surf Soccer Club

2013 - 2014 (1 years)

Surf Soccer Club

2013 - 2013 (0 years)

Surf Soccer Club

2013 - 2013 (0 years)

Dartmouth College

2012 - 2013 (1 years)

Dartmouth College

2011 - 2011 (0 years)

Tillys Surf And Skate Shop

2011 - 2012 (1 years)

Torrey Pines High School

2010 - 2011 (1 years)

Torrey Pines High School

2009 - 2010 (1 years)

Torrey Pines High School

2008 - 2009 (1 years)

Torrey Pines High School

Disclosures

Jacqueline Friedman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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