Best Investors Account Sign in

Joel Jacob Stevens

Putnam Investment Management, LLC

Boston, MA

Claim This Profile
Current Employers
Putnam Investment Management, Llc

100 Federal St, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2021-10-25
  • MA RA
    APPROVED
    Since 2021-10-25

Branch Locations

100 Federal St, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston College Chestnut Hill MA 09/2020 06/2021
Urban Hearth Cambridge MA 01/2020 03/2020
Arizona Diamondbacks Phoenix AZ 06/2018 10/2019
Boston College Chestnut Hill MA 08/2015 05/2018
Boston College Chestnut Hill MA 05/2020 08/2020
Putnam Investment Management Boston MA 06/2021 Present
Franklin Distributors, Llc Tampa FL 07/2024 Present
Putnam Retail Management Boston MA 06/2021 07/2024
Franklin Advisers, Inc. Boston MA 07/2024 Present
  • 09/2020 → 06/2021
    Boston College
    Chestnut Hill, MA
  • 01/2020 → 03/2020
    Urban Hearth
    Cambridge, MA
  • 06/2018 → 10/2019
    Arizona Diamondbacks
    Phoenix, AZ
  • 08/2015 → 05/2018
    Boston College
    Chestnut Hill, MA
  • 05/2020 → 08/2020
    Boston College
    Chestnut Hill, MA
  • 06/2021 → Present
    Putnam Investment Management
    Boston, MA
  • 07/2024 → Present
    Franklin Distributors, Llc
    Tampa, FL
  • 06/2021 → 07/2024
    Putnam Retail Management
    Boston, MA
  • 07/2024 → Present
    Franklin Advisers, Inc.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-18
  • S66 Uniform Combined State Law Examination
    2021-10-18

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor