Jarrett Cohen broke away from Merrill Lynch in 2015; now he owns a $60 million financial services firm in New Orleans' historic Cotton Exchange Building, and Schwab just named him to an advisory board
Cohen just added four part-time hires to help shoulder growth at his firm, which has no account minimums and a mission to 'help everyone.'
Author Rogers Crowley July 15, 2024 at 10:07 PM
Brooke Southall and Keith Girard contributed to the editing of this article.
Realist
July 16, 2024 — 2:29 PM
Their ADV as of June 2024 says Discretionary AUM of $24million so I have no clue where you are getting $60 million from.
Also how does a $24mil AUM firm afford a staff of 4 and 7,500 sq ft of office space?
There are so many red flags w/ this article.
FDB
July 27, 2024 — 9:27 PM
Realist,
Here's a clue: the article says "$24.9 million AUM doesn't include the firm's private equity real estate business". One might also assume that the PE business includes the 7,500 ft2 space and that the excess space is or will be leased.
FDB
July 27, 2024 — 9:42 PM
The clues that you seek
In the article just peek
Plain as day not Greek
David E. Johnson
August 8, 2024 — 12:10 PM
Congrats Jarrett! Enjoyed meeting you this past weekend . DE Johnson
Mike Hoyt
August 13, 2024 — 11:45 PM
Well done Jarrett!! Keep soaring!
