Grace Bumpus (CRD# 6818000) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 5 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Franklin Templeton Companies, LLC | Boston, MA | Feb 2024 - Current | < 1 |
| Putnam Investments/putnam Retail Management | Andover, MA | Sep 2018 - Current | 5 |
| Unemployed | Naperville, IL | May 2018 - Sep 2018 | < 1 |
| Boston College | Chestnut Hill, MA | Sep 2017 - May 2018 | < 1 |
| Boston College | Chestnut Hill, MA | Sep 2017 - May 2018 | < 1 |
| Putnam Investments | Andover, MA | Jun 2017 - Aug 2017 | < 1 |
| Boston College | Chestnut Hill, MA | Aug 2016 - May 2017 | < 1 |
| Medtronic, Inc. | Minneapolis, MN | Jul 2016 - Aug 2016 | < 1 |
| Unemployed/student | Chestnut Hill, MA | Aug 2015 - Jun 2016 | < 1 |
| Vector Marketing | Naperville, IL | May 2015 - Jul 2015 | < 1 |
| Unemployed/student | Naperville, IL | Sep 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- MA
-
Total Assets Under Management97,851MILLIONS
-
Total Number of Accounts180ACCOUNTS
-
Average Account Value$543,617,726
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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