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Jarrett Edward Cohen

Jecohen & CO., LLC

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About Jarrett Edward Cohen

Jarrett Edward Cohen is a financial advisor who has been in the industry since 2009. He is registered as an Investment Advisor Representative with Jecohen & CO., LLC in Louisiana and Texas. Jarrett previously worked as a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Hornor, Townsend & Kent, Inc. Jarrett Cohen holds the Series 7, Series 63, and Series 65 licenses.

Firm Information

Jarrett Cohen is currently registered with Jecohen & CO., LLC. Jecohen & CO., LLC is an investment advisor with approximately $24.95 million in regulatory assets under management. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, and pooled investment vehicles. The firm has a total of 205 clients, including 9 high-net-worth individuals and 1 pooled investment vehicle. They have 7 investment advisor representatives and a team of professionals dedicated to providing personalized financial guidance.

$24.95M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jarrett Cohen’s Registration & Firm History

LA

03/04/2015 - Present

Jecohen & CO., LLC (NEW ORLEANS LA)

TX

11/09/2010 - 02/17/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

TX

05/18/2009 - 11/11/2010

HORNOR, TOWNSEND & KENT, INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 06/20/2009

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/07/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/2015

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jarrett Edward Cohen.
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