Jason Morvant is a registered investment advisor at Jecohen & CO., LLC, based in New Orleans, LA, with 1 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 228 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
JECohen & Co. offers three different investment management strategies, each with its own fee schedule.
Diversified Equity Income Strategy:
- 1.00% annually on the first $4,999,999 of your portfolio
- 0.75% annually on the portion of your portfolio between $5,000,000 and $9,999,999
- 0.50% annually on the portion of your portfolio exceeding $10,000,000
Capital Preservation Strategy (Municipal Bond Portfolio, Taxable Investors Only):
- $0.001 per transaction in the fixed income account, charged monthly.
Flagship Value (Accredited Investor):
- 2.00% annually on the first $4,999,999 of your portfolio
- 1.50% annually on the portion of your portfolio between $5,000,000 and $9,999,999
- 1.00% annually on the portion of your portfolio exceeding $10,000,000
Flagship Value (Non-Accredited Investor):
- 0.00% annually on the first $24,999 of your portfolio
- 1.00% annually on the portion of your portfolio between $25,000 and $49,999
- 1.50% annually on the portion of your portfolio between $50,000 and $99,999
- 2.00% annually on the portion of your portfolio between $100,000 and $999,999
- 1.50% annually on the portion of your portfolio between $1,000,000 and $9,999,999
- 1.00% annually on the portion of your portfolio exceeding $10,000,000
Clients don't pay any management fees if invested in JECohen Ventures SPV I LLC, which is the firms' only non-affiliated private fund. Clients will only pay a performance fee if the underlying venture capital investment goes successfully.
Location
233 Carondelet St., Suite 200, New Orleans, LA, 70130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a licensed physician actively practicing medicine and surgery. This activity is not investment-related.
Employment History
Current Registrations
Jecohen & CO., LLC
State Registrations1 state
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