James
Jessee

Putnam Investment Management, LLC

CRD#6560038
Investment Advisor
in Boston, MA
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About this Advisor

James Jessee is a financial advisor working out of Boston, Massachusetts, with a total of 13 years of financial industry experience. Jessee is an advisor for Putnam Investment Management, LLC. Throughout their career, Jessee has worked at Putnam Retail Management, University Of South Carolina, Wells Fargo Advisors, Mfs Investment Management, Tio'S Mexican Cantina, Concord Carlisle High School, New England Deaconess Association and Yard Dogs Landscaping. Jessee holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Putnam Investment Management, LLC is an advisory company that has its headquarters in Boston, Massachusetts. It handles $92 billion in assets under management between its 160 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The advisory firm has a set of services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial management fee schedules largely are based on the services provided. However, fee types charged by Putnam Investment Management, LLC most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

James Jessee Work History

James has 13 years of experience.

2015 - Present (4 years)

Putnam Retail Management

2015 - 2015 (0 years)

Wells Fargo Advisors

2014 - 2014 (0 years)

Mfs Investment Management

2013 - 2013 (0 years)

Tio'S Mexican Cantina

2013 - 2014 (1 years)

Tio'S Mexican Cantina

2011 - 2015 (4 years)

University Of South Carolina

2011 - 2011 (0 years)

Yard Dogs Landscaping

2010 - 2010 (0 years)

New England Deaconess Association

2010 - 2010 (0 years)

Yard Dogs Landscaping

2005 - 2011 (6 years)

Concord Carlisle High School

Disclosures

James Jessee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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