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Articles tagged "JECohen"

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Jarrett E. Cohen: 'We are focused on diversifying the wealth management space.'

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.'

July 15, 2024 at 10:07 PM

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Articles tagged "JECohen"

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July 15, 2024 at 10:07 PM

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