Jonathan Schreiber (CRD# 5848239) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 11 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Putnam Inv./putnam Retail Management | Boston, MA | Jul 2010 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
- MA
-
Total Assets Under Management115,563MILLIONS
-
Total Number of Accounts169ACCOUNTS
-
Average Account Value$683,801,807
- 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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