Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Reding Putman is a registered investment advisor representative with Eaton Vance Management. James has been in the industry since 1988 and is registered in Massachusetts and New Jersey. James is a Series 7, Series 63, Series 52, Series 65, and Series 79TO licensed representative. James also holds licenses for Investment Banking Registered Representative Examination and Securities Industry Essentials Examination. James has previous experience with Goldman, Sachs & Co. and J.J. Kenny Drake, Inc. James holds the following specializations: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles and Selection of Other Advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
08/11/2009 - Present
Eaton Vance Management (BOSTON MA)
NY
11/19/1993 - 01/31/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
02/09/1988 - 11/02/1993
J.J. KENNY DRAKE, INC. (NEW YORK NY)
IA
Issued 03/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1988
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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