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Jack Daniel Putnam

Fidelity Brokerage Services LLC

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About Jack Daniel Putnam

Jack Putnam is a registered representative with Fidelity Brokerage Services LLC. Jack has been in the securities industry since January 2022. Jack is licensed to sell securities in all 50 states and the District of Columbia. Jack is a Series 7, Series 63, and SIE licensed representative.

Firm Information

Jack Putnam is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jack Putnam’s Registration & Firm History

FL

01/28/2022 - Present

Fidelity Brokerage Services LLC (JACKSONVILLE FL)

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Licenses & Designations

BC

Issued 02/07/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/20/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jack Daniel Putnam.
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