Jessie
Delouis
Putnam Investment Management, LLC
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About this Advisor
Jessie Delouis is a financial advisor who works in Boston, Massachusetts with a total of 1 year of industry experience. Delouis is an advisor for Putnam Investment Management, LLC. Delouis has gained experience at Putnam Investments/Putnam Retail Management, University Of New Hampshire, Eaton Vance, Youscheduler LLC, The Homestead Restaurant And Tavern, Boston Ski And Tennis, Algonquin Regional High School and Trottier Middle School. Delouis maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts. Putnam Investment Management, LLC is a financial advisory firm that has its headquarters in Boston, MA. It manages $91 billion in total assets among its 168 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm offers a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fee schedules typically are based on which services are offered. Fees billed by Putnam Investment Management, LLC likely consist of any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Putnam Investment Management, LLC Brokerage Details
$91,178,973,223
319
168
$542,731,983
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Jessie Delouis Work History
Jessie has been registered as a financial advisor for 1 years.*
Putnam Investments/Putnam Retail Management
University Of New Hampshire
Eaton Vance
University Of New Hampshire
Youscheduler LLC
University Of New Hampshire
The Homestead Restaurant And Tavern
Boston Ski And Tennis
University Of New Hampshire
The Homestead Restaurant And Tavern
Algonquin Regional High School
The Homestead Restaurant And Tavern
Boston Ski And Tennis
Algonquin Regional High School
The Homestead Restaurant And Tavern
Algonquin Regional High School
The Homestead Restaurant And Tavern
Algonquin Regional High School
Trottier Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessie Delouis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Putnam Investment Management, LLC
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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