Joni A Stone
Investment adviser representative at F L Putnam Investment Management Co.
10 yearsExperience
2 statesRegistered in
$9.7BFirm assets
42 yearsFirm in business
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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
10 years in the industry.
- F L Putnam Investment Management Co.Nov 2023 to now
- UnemployedJan 2023 to Nov 2023
- 42 North Private BankApr 2022 to Dec 2022
- Bank of New England MortgageNov 2020 to Mar 2022
- Academy CommunicationsJan 2016 to Nov 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
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
- 4527672
- Firm CRD
- 106223