Jeffrey
Owens

Putnam Investment Management, LLC

CRD#6067180
Investment Advisor
in Boston, MA

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About this Advisor

Jeffrey Owens is an advisor who is based out of Boston, Massachusetts. Currently a registered financial advisor at Putnam Investment Management, LLC, Owens has 16 years of professional experience as an investment advisor. Owens has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Owens can serve investors in Massachusetts. Their career trajectory has included roles at Oppehniemer & Co, Ubs Financial Services, Papa Johns Pizza, Executive Pools, Riverrock Surfacing, Northville High School, Grand Valley State and Putnam Retail Management. Putnam Investment Management, LLC is located in Boston, Massachusetts. Overall, Putnam Investment Management, LLC oversees $89 billion in assets throughout 154 accounts and retains more than 303 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, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 154 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Putnam Investment Management, LLC can offer portfolio management for investment companies and portfolio management for pooled investment vehicles. The firm may charge clients asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

17 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

$88,631,299,657

MA Average: $16,012,751,954
Total Number of Employees

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

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 17 years of experience.

2013 - Present (7 years)

Putnam Retail Management

2013 - 2013 (< 1 year)

Oppehniemer & Co

2013 - 2013 (< 1 year)

Executive Pools

2012 - 2012 (< 1 year)

Ubs Financial Services

2011 - 2013 (2 years)

Papa Johns Pizza

2011 - 2011 (< 1 year)

Riverrock Surfacing

2003 - 2013 (10 years)

Northville High School, Grand Valley State

Disclosures

Jeffrey Owens has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Kyle Bramble
Boston, MA
Tucker Donahoe
Boston, MA
Jo Ferullo
Boston, MA
Nicole Spinosa
Boston, MA
Catherine Mezes
Boston, MA
Seamus Young
Boston, MA
Chad Kastner
Boston, MA

This content was compiled from the SEC and FINRA.

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