Jessica Putnam
Advisor at Ameriprise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Asset allocation services
Fee options
$500,000 - $999,999: $1,500 per Engagement Period $1,000,000 - $1,499,999: $2,000 per Engagement Period $1,500,000 - $1,999,999: $2,500 per Engagement Period $2,000,000 - $2,999,999: $3,000 per Engagement Period $3,000,000 - $4,999,999: $4,000 per Engagement Period $5,000,000 - $7,499,999: $5,000 per Engagement Period $7,500,000 - $9,999,999: $6,000 per Engagement Period $10,000,000+: $7,000 per Engagement Period
Account minimum: $1,000,000 Minimum fee: $1,500 to $7,000 per Engagement Period (annual flat fee) until August 2025 Fee-only: Flat fee per Engagement Period for retirement income planning advice
Work history
Ameriprise Financial Services LLC
2025 - Present (1 year)
Edward Jones
2018 - 2025 (7 years)
Edward Jones
2011 - 2018 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
John D
Series 63, Series 66
Windham, ME
Edward Jones
Christopher T
CFP®, Series 63, Series 66
Cumberland, ME
Fidelity
Christopher Thomas is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He brings a comprehensive approach to financial planning, emphasizing the development of personalized plans that focus on clients' priorities and goals. Christopher values building personal relationships and understanding what his clients aim to achieve. His career in the financial services industry spans over two decades, beginning in 2001 at Fidelity Investments as a Premium and Service Trader. He has held various roles within the company, including Private Access Relationship Manager, Branch Service Manager, Account Executive, and Financial Consultant. Prior to his current role, he worked as a Financial Consultant at Charles and Co. from 2012 to 2013.
Jamee S
Series 66
Windham, ME
Edward Jones
Holly B
Series 66
Gray, ME
Edward Jones
Bradley M
Series 63
Raymond, ME
Maine Securities Corporation
Donald D
Series 66
Bridgeton, ME
Daniels D'Amelio Investment Management Group, LLC
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