Jessica
Duke

Putnam Investment Management, LLC

CRD#6282236
Investment Advisor
in Boston, MA
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About this Advisor

Jessica Duke is a financial advisor who is based out of Boston, Massachusetts. Currently a registered financial advisor with Putnam Investment Management, LLC, they have accumulated 10 years of professional experience. Duke has Series 65 and Series 63 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Duke is able to serve investors based out of Massachusetts. Over the course of their career, Duke has held roles at City Sports, Putnam Retail Management, Northeastern University, Holyoke Medical Center and Roger Williams University. Putnam Investment Management, LLC is headquartered in Boston, Massachusetts. Overall, 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 largest 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 firm's 160 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Putnam Investment Management, LLC can provide 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 65, Series 63

Years of Experience

10 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

Jessica Duke Work History

Jessica has 10 years of experience.

2014 - Present (5 years)

Putnam Retail Management

2014 - 2014 (0 years)

Putnam Retail Management

2012 - 2012 (0 years)

City Sports

2012 - 2013 (1 years)

Northeastern University

2012 - 2012 (0 years)

Northeastern University

2011 - 2011 (0 years)

Holyoke Medical Center

2009 - 2011 (2 years)

Northeastern University

2008 - 2009 (1 years)

Roger Williams University

Disclosures

Jessica Duke has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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