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 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

Disclosures

No

Office Location

100 Federal St
Boston, MA 02110

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Putnam Investment Management, LLC Brokerage Details

Total Assets Under Management

$88,631,299,657

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

303

MA Average: 118
Total Number of Accounts

154

MA Average: 4,567
Average Account Size

$575,527,920

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 (10 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

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.

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