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Joel Jacob Stevens

Putnam Investment Management, LLC

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About Joel Jacob Stevens

Joel Jacob Stevens is a registered investment advisor representative with Putnam Investment Management, LLC. Joel has been in the securities industry since August 2021 and is licensed in Massachusetts and Wisconsin. Joel specializes in Portfolio Management for Individuals, Investment Companies and Pooled Investment Vehicles.

Firm Information

Joel Stevens is currently registered with Putnam Investment Management, LLC. Putnam Investment Management, LLC is a Boston, MA-based investment firm with over $85 billion in regulatory assets under management. They offer a variety of portfolio management services for individuals, investment companies, and pooled investment vehicles. The firm also has a wrap fee program and serves a wide range of client types, including corporations, individuals, state and municipal governments, charitable organizations, and investment companies.
Putnam Investment Management, LLC

100 FEDERAL ST

BOSTON, MA 02110

$85.21B

Assets Under Management

24

Total Clients

80

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joel Stevens’s Registration & Firm History

MA

10/25/2021 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

08/02/2021 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

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Licenses & Designations

BOTH

Issued 10/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/09/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Jacob Stevens.
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