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 an investment advisor who lives in Boston, Massachusetts. Currently an advisor with Putnam Investment Management, LLC, O'Brien has 13 years of professional experience. O'Brien has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. O'Brien can act as an advisor in Massachusetts. The advisor has gained experience at Van Kampen Funds Inc, Jpmorgan Distribution Services Inc, J.P. Morgan Institutional Investments Inc, Jpmorgan Investment Management Inc and Putnam Retail Management. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. As a firm, Putnam Investment Management, LLC manages $92 billion in assets across 160 accounts and retains more than 272 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 160 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Putnam Investment Management, LLC provides portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm's fees may 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 O'Brien Work History

James has 13 years of experience.

2014 - Present (5 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 years)

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.

This content was compiled from the SEC and FINRA.

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