Putnam Investment Management, LLC
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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
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
Jessica Duke Work History
Jessica has 10 years of experience.
Putnam Retail Management
Putnam Retail Management
Holyoke Medical Center
Roger Williams University
Jessica Duke has no disclosures.
Please visit their SEC profile for more details.