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Jeffrey Lewis Gould

THE PUTNAM ADVISORY COMPANY, LLC·BOSTON, Massachusetts
SIE, Series 7, Series 24, Series 31, Series 63THE PUTNAM ADVISORY COMPANY, LLC
100 FEDERAL ST, BOSTON, MA 02110CRD# 1134481Firm CRD# 106631

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Lewis Gould · BOSTON, MA
Registration
CRD #1134481 · THE PUTNAM ADVISORY COMPANY, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 31
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
THE PUTNAM ADVISORY COMPANY, LLC
CRD 106631 · SEC 801-5097
AUM
$41.5B
Regulatory assets under management
Employees
7
135 client accounts
Services offered by THE PUTNAM ADVISORY COMPANY, LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
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Introduction

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Frequently Asked Questions

What services does Jeffrey Lewis Gould offer?
Jeffrey Lewis Gould specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Jeffrey Lewis Gould's credentials?
Jeffrey Lewis Gould is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lewis Gould located?
Jeffrey Lewis Gould is based in BOSTON, Massachusetts, working with THE PUTNAM ADVISORY COMPANY, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Jeffrey Lewis Gould charge for services?
Jeffrey Lewis Gould's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE PUTNAM ADVISORY COMPANY, LLC?
THE PUTNAM ADVISORY COMPANY, LLC has approximately 7 employees and manages $41.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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