James Thomas Ortlip
Investment adviser representative at F L Putnam Investment Management Co.
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- F. L. Putnam Investment Management CompanyFeb 2025 to now
- Kalos Capital, Inc.May 2013 to Jul 2019
- Aog Wealth ManagementSep 2009 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (VA).
F L Putnam Investment Management Co.
$9.7BAssets managed
3,054Clients
78Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4174290
- Firm CRD
- 106223