Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Edward Putman is a financial advisor registered with MAI Capital Management, LLC in Cleveland, Ohio. Jason has been in the financial industry since 2000 and has experience working with a variety of clients, including individuals, businesses, and institutions. Jason is a Certified Financial Planner and a Chartered Financial Analyst, and he holds the Series 7 and Series 63 licenses. Jason's specialties include investment management, financial planning, retirement planning, and estate planning. He is also a member of the National Association of Personal Financial Advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
Due diligence/research
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.
Set rates for specific services, regardless of time or assets managed.
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 non-investment income
1
2
OH
09/27/2012 - Present
MAI Capital Management, LLC (CLEVELAND OH)
OH
03/31/2004 - 10/07/2005
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
NY
10/05/2000 - 03/05/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 01/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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