Jarrett Cohen (CRD# 5501834) is an Investment Advisor Representative working at Jecohen & Company, LLC in New Orleans, LA and has over 15 years of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jecohen Realty Capital Management, LLC | New Orleans, LA | Oct 2015 - Current | 8 |
| Jecohen Holdings, LLC | New Orleans, LA | Oct 2015 - Current | 8 |
| Jecohen & Company, LLC | New Orleans, LA | Feb 2015 - Current | 9 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Houston, TX | Nov 2010 - Feb 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- LA
- TX
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts205ACCOUNTS
-
Average Account Value$121,708
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, TX
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