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Jason Charles Morvant is a registered investment advisor representative at Jecohen & CO., LLC. Jason has been in the financial services industry for over 12 years. In addition to Jason's role as an investment advisor, Jason also practices medicine. Jason specializes in financial planning, portfolio management for individuals and businesses. Jecohen & CO., LLC primarily serves high-net-worth individuals and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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LA
10/01/2024 - Present
Jecohen & CO., LLC (NEW ORLEANS LA)
Active
Inactive
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