Jeffrey
Owens

Putnam Investment Management, LLC

CRD#6067180
Investment Advisor
in Boston, MA
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About this Advisor

Jeffrey Owens is a financial advisor working in Boston, Massachusetts, who has been in the industry for 15 years. Owens is an employee of Putnam Investment Management, LLC. During their career, the advisor has held roles at Executive Pools, Oppehniemer & Co, Ubs Financial Services, Papa Johns Pizza, Riverrock Surfacing, Northville Hills Golf Club, Northville High School, Grand Valley State and Putnam Retail Management. Owens holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Massachusetts. Putnam Investment Management, LLC is a financial advisory firm that has its headquarters in Boston, Massachusetts. It manages $92 billion in total assets among its 160 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The business performs a set of services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees for financial management usually depend on the services. However, fees charged by Putnam Investment Management, LLC may include any blend 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

$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 Owens Work History

Jeffrey has 15 years of experience.

2013 - 2013 (0 years)

Executive Pools

2013 - 2013 (0 years)

Oppehniemer & Co

2013 - Present (6 years)

Putnam Retail Management

2012 - 2012 (0 years)

Ubs Financial Services

2011 - 2013 (2 years)

Papa Johns Pizza

2011 - 2011 (0 years)

Riverrock Surfacing

2007 - 2009 (2 years)

Northville Hills Golf Club

2003 - 2013 (10 years)

Northville High School, Grand Valley State

Disclosures

Jeffrey Owens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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