Jennifer Lauren Rosenbaum

Employer firm

F L Putnam Investment Management Co. CRD 106223

$9.72B regulatory AUM 81 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2018 → 03/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 10/2018 → 03/2024
  Bank Of America, N.A.
  Boston, MA
• 05/2000 → 10/2018
  Bny Mellon
  Boston, MA
• 03/2024 → Present
  F L Putnam Investment Management Co.
  Needham, MA

Previous Registrations

• 2019-03-18 → 2024-03-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2019-03-15

Other Names

• Jennifer L. Kulick
• Jennifer Kulick
• Jennifer Rosenbaum