Putnam Investment Management, LLC

Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jo Ferullo is a chartered financial analyst operating out of Boston, Massachusetts, who has been in the advisory business for 10 years. Ferullo is an advisor for Putnam Investment Management, LLC. During their career, Ferullo has held roles at State Street Bank & Trust Co and Putnam Inv./Putnam Retail Management. Ferullo holds a Series 63 license, qualifying them as a securities representative, and is approved to advise clients in Massachusetts. Putnam Investment Management, LLC is a financial advisory firm based out of Boston, Massachusetts. It has $89 billion in assets among its 154 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Putnam Investment Management, LLC offers a few services, including portfolio management for investment companies and portfolio management for pooled investment vehicles. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees charged by Putnam Investment Management, LLC can include some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees



Office Location

100 Federal St
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Jo Ferullo Work History

Jo has 11 years of experience.

2010 - Present (10 years)

Putnam Inv./Putnam Retail Management

2009 - 2010 (1 year)

State Street Bank & Trust Co


Jo Ferullo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

Shannon Elia
Boston, MA
Nicole Spinosa
Boston, MA
Jo Ferullo
Boston, MA
Chad Kastner
Boston, MA
Catherine Mezes
Boston, MA
Sean Healy
Boston, MA
Emily Mcgrath
Boston, MA
Jacqueline Friedman
Boston, MA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started