James Francis Puleo
Investment adviser representative at Kurv Investment Management LLC
11 yearsExperience
1 stateRegistered in
$279.2MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Foreside Fund Services, LLCApr 2026 to now
- Kurv Investment Management LLCMar 2026 to now
- UnemployedJul 2024 to Mar 2026
- Putnam Investments/putnam Retail ManagementSep 2018 to Jun 2024
- Putnam InvestmentsJun 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
Kurv Investment Management LLC
$279.2MAssets managed
10Clients
1Advisers
3 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
- 7015111
- Firm CRD
- 323149