Jack Putnam
Investment adviser representative at Osaic Institutions, Inc.
11 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Nh TrustAug 2026 to now
- Osaic Institutions, Inc.Aug 2026 to now
- Edward JonesFeb 2024 to Aug 2026
- Bank of America NAMay 2020 to Jan 2024
- Merrill Lynch Pierce Fenner & Smith IncNov 2019 to Jan 2024
- AXAJun 2019 to Oct 2019
- Fv StormMay 2018 to Aug 2018
- Manhattan CollegeAug 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NH).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 7096452
- Firm CRD
- 35371