James
O'Brien

Putnam Investment Management, LLC

CRD#2507434
Investment Advisor
in Boston, MA

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About this Advisor

James O'Brien is a financial advisor working in Boston, Massachusetts, who has been in the financial industry for 14 years. O'Brien is currently employed by Putnam Investment Management, LLC. Throughout their career, O'Brien has worked at Van Kampen Funds Inc, Jpmorgan Distribution Services Inc, J.P. Morgan Institutional Investments Inc, Jpmorgan Investment Management Inc and Putnam Retail Management. O'Brien maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Putnam Investment Management, LLC is a registered investment company headquartered in Boston, Massachusetts. It administers $89 billion in assets under management among its 154 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Putnam Investment Management, LLC has a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fees usually vary depending on which services are provided. However, fees charged by Putnam Investment Management, LLC can be comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

15 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

$88,631,299,657

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

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

MA Average: $3,506,186

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Investment Advisory Services

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

James O'Brien Work History

James has 15 years of experience.

2014 - Present (6 years)

Putnam Retail Management

2011 - 2014 (3 years)

J.P. Morgan Institutional Investments Inc

2011 - 2014 (3 years)

Jpmorgan Investment Management Inc

2010 - 2011 (1 year)

Jpmorgan Distribution Services Inc

2005 - 2010 (5 years)

Van Kampen Funds Inc

Disclosures

James O'Brien has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Alexandra Nawoichik
Boston, MA
Linda Phelps
Boston, MA
Sean Healy
Boston, MA
George Moore
Boston, MA
Andrew Humberd
Boston, MA
Emily Mcgrath
Boston, MA
Austin Gilbert
Boston, MA

This content was compiled from the SEC and FINRA.

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