Jonathan Michael Schreiber

Employer firm

Putnam Investment Management, LLC CRD 106629

$117B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)

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

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

Current Employers

Employment History

• 07/2010 → Present
  Putnam Investment Management
  Boston, MA
• 07/2024 → Present
  Franklin Distributors, Llc
  Boston, MA
• 07/2010 → 07/2024
  Putnam Retail Management
  Boston, MA
• 07/2024 → Present
  Franklin Advisers, Inc.
  Boston, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-09

Designations

• Chartered Financial Analyst

Other Names

• Jonathan Schreiber