Putnam Investment Management, LLC
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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
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
Jeffrey Owens Work History
Jeffrey has 15 years of experience.
Oppehniemer & Co
Putnam Retail Management
Ubs Financial Services
Papa Johns Pizza
Northville Hills Golf Club
Northville High School, Grand Valley State
Jeffrey Owens has no disclosures.
Please visit their SEC profile for more details.