Jeffrey
Churba

Putnam Investment Management, LLC

CRD#2322410
Investment Advisor
in Boston, MA
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About this Advisor

Jeffrey Churba is a financial advisor based out of Boston, Massachusetts, who has been in the industry for 13 years. Churba currently works for Putnam Investment Management, LLC. Throughout their career, Churba has worked at Lincoln Financial Distributors, Inc and Putnam Inv./Putnam Retail Management. Churba maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Massachusetts. Putnam Investment Management, LLC is a registered investment firm that has its headquarters in Boston, Massachusetts. It oversees $92 billion in assets under management between its 160 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Putnam Investment Management, LLC performs a set of services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial management usually are based on which services the firm provides the client. Fees billed by Putnam Investment Management, LLC most likely are comprised of asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

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

Jeffrey Churba Work History

Jeffrey has 13 years of experience.

2014 - Present (5 years)

Putnam Inv./Putnam Retail Management

2005 - 2014 (9 years)

Lincoln Financial Distributors, Inc

Disclosures

Jeffrey Churba has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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