Putnam Investment Management, LLC
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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
Years of Experience
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Putnam Investment Management, LLC Brokerage Details
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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.
Putnam Retail Management
J.P. Morgan Institutional Investments Inc
Jpmorgan Investment Management Inc
Jpmorgan Distribution Services Inc
Van Kampen Funds Inc
James O'Brien has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Putnam Investment Management, LLC