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JC

Jarrett E. Cohen

JECOHEN & CO.
New Orleans, LA 70130
Some features on this profile are disabled
CRD#: 5501834
JC

Professional summary


Jarrett Edward Cohen, who also goes by Jarrett E Cohen, is a registered financial advisor currently at JECOHEN & CO., LLC located in New Orleans, Louisiana.

Jarrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jarrett has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jarrett E Cohen

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) LSU CFP BOARD-REGISTERED PROGRAM ADVISORY BOARD INVESTMENT RELATED: N ADDRESS OF BUSINESS: LSU DEPARTMENT OF FINANCE, BUSINESS EDUCATION COMPLEX RM. 2900 BATON ROUGE, LOUISIANA 70803 NATURE OF BUSINESS: OTHER,UNIVERSITY BUSINESS SCHOOL PROGRAM COMPENSATION FOR ACTIVITY: N POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 8/15/2012 NUMBER OF HOURS DEVOTED: 1 HOUR MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 2) BONEY HAMILTON, LLC, MINORITY-PASSIVE INVESTOR, 2014 TO PRESENT, 0HR/MO. 3) YELLOWSTONE ACADEMY INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3000 TRULLEY ST, HOUSTON, TX 77004 NATURE OF BUSINESS: EDUCATIONAL COMPENSATION FOR ACTIVITY: N POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER NUMBER OF HOURS DEVOTED: < 12 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 4) JECOHEN REALTY CAPITAL MANAGEMENT, LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAME AS BUSINESS ADDRESS NATURE OF BUSINESS: PRIVATE REAL ESTATE COMPENSATION FOR ACTIVITY: Y POSITION: MANAGING MEMBER Less than 5% of business time.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jarrett Edward Cohen's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 13, 2015 - Present

JECOHEN & CO., LLC

Office #1: 233 Carondelet St. Suite 200, New Orleans, LA 70130
RIA
CRD#: 173878
New Orleans, LA
Past

November 9, 2010 - February 17, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
HOUSTON, TX
Past

November 9, 2010 - February 17, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
HOUSTON, TX
Past

March 2, 2010 - November 16, 2010

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

RIA
CRD#: 119127
HOUSTON, TX
Past

August 5, 2009 - November 11, 2010

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
HOUSTON, TX
Past

May 18, 2009 - November 11, 2010

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
HOUSTON, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Louisiana
(2/13/2015)
IAR
Texas
(3/4/2015)

Exams


State Security Law Exam
RR
Series 63
Date: 6/20/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


J&
JECOHEN & CO., LLC
JECOHEN & CO., LLC

CRD#: 173878 / SEC#:

Louisiana
Registered Investment Advisory firm - (2/13/2015 Approved)
Texas
Registered Investment Advisory firm - (3/4/2015 Approved)
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Contact information


Main Address
233 Carondelet St. Suite 200, New Orleans, LA 70130
Mailing Address
Phone number
(833) 828-2540
Established
Firm type
Fiscal year end
# of Employees
13

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts272
AUM (Assets Under Management)$ 32,990,586

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JECOHEN & CO., LLC

CRD#: 173878New Orleans, LA 70130

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