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Jyotsana Wadera-sandhu

Putnam Investment Management, LLC

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About Jyotsana Wadera-sandhu

Jyotsana Wadera-sandhu is an investment advisor representative with Putnam Investment Management, LLC. Jyotsana has been in the industry since June 29, 2008, and has a broad range of experience working with various clients. Jyotsana holds the Series 7, Series 63, Series 24, and Series 65 licenses and has been registered in 51 states. Prior to joining Putnam Investment Management, LLC, Jyotsana worked at PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Jyotsana specializes in working with individual, investment company, and pooled investment vehicle clients.

Firm Information

Jyotsana Wadera-sandhu 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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Jyotsana Wadera-sandhu’s Registration & Firm History

MA

06/13/2018 - Present

Putnam Investment Management, LLC (BOSTON MA)

MA

06/30/2008 - 07/02/2024

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

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Licenses & Designations

IA

Issued 05/02/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/27/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jyotsana Wadera-sandhu.
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