Jonathan Schreiber, financial advisor Boston MA

Jonathan Schreiber

CRD Number: 5848239
Current Firm: Putnam Investment Management, LLC

Jonathan Schreiber (CRD# 5848239) is an Investment Advisor Representative working at Putnam Investment Management, LLC in Boston, MA and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Franklin Distributors, LLC San Mateo, CA Jul 2024 - Current < 1
Putnam Inv./putnam Retail Management Boston, MA Jul 2010 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
Contact Info for Jonathan M. Schreiber
Phone Number: 617-292-1000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    97,851
    MILLIONS
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $543,617,726
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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