Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Charles Morvant

Jecohen & CO., LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Charles Morvant

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.

Firm Information

Jason Morvant 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Morvant’s Registration & Firm History

LA

10/01/2024 - Present

Jecohen & CO., LLC (NEW ORLEANS LA)

Not sure if Jason Charles Morvant is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Charles Morvant.
Not sure if Jason Charles Morvant is right for you?