Joel Jacob Stevens
Investment adviser representative at Putnam Investment Management, LLC
11 yearsExperience
1 stateRegistered in
$117.2BFirm assets
54 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Franklin Advisers, Inc.Jul 2024 to now
- Franklin Distributors, LLCJul 2024 to now
- Putnam Investment Management, LLCJun 2021 to now
- Putnam Retail ManagementJun 2021 to Jul 2024
- Boston CollegeSep 2020 to Jun 2021
- Boston CollegeMay 2020 to Aug 2020
- Urban HearthJan 2020 to Mar 2020
- Arizona DiamondbacksJun 2018 to Oct 2019
- Boston CollegeAug 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MA).
Putnam Investment Management, LLC
$117.2BAssets managed
16,428Clients
57Advisers
54 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
- 7396712
- Firm CRD
- 106629