Jo
Ferullo

Putnam Investment Management, LLC

CRD#2445105
Investment Advisor
in Boston, MA

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About this Advisor

Jo Ferullo is a chartered financial analyst who works out of Boston, Massachusetts, who has 11 years in the industry. Ferullo is an employee of Putnam Investment Management, LLC. Throughout their career, they have worked at State Street Bank & Trust Co and Putnam Inv./Putnam Retail Management. Ferullo has a Series 63 license, qualifying them as a securities agent, and is registered to work in Massachusetts. Putnam Investment Management, LLC is a firm headquartered in Boston, Massachusetts. It manages $104 billion in assets among its 166 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Putnam Investment Management, LLC provides a few services, such as portfolio management for investment companies and portfolio management for pooled investment vehicles. Financial advisory fee schedules typically depend on which services the firm provides the client. Fee types charged by Putnam Investment Management, LLC may include some blend 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

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$103,456,213,706

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

301

MA Average: 118
Total Number of Accounts

166

MA Average: 4,567
Average Account Size

$623,230,203

MA Average: $3,506,186

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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 (11 years)

Putnam Inv./Putnam Retail Management

2009 - 2010 (1 year)

State Street Bank & Trust Co

Disclosures

Jo Ferullo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Putnam Investment Management, LLC

George Moore
Boston, MA
Matthew Malloy
Boston, MA
Jordan Reals
Boston, MA
Kyle Bramble
Boston, MA
James O'Brien
Boston, MA
Emily Mcgrath
Boston, MA
Jonathan Schreiber
Boston, MA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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