Putnam Investment Management, LLC
Answer a few questions and
get matched with an advisor.
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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Putnam Investment Management, LLC Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
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.