Please carefully read the following terms and conditions. By accessing this site, you signify your agreement with and understanding of the following terms and conditions pertaining to both this site and any material on it. If you do not agree to be bound by or comply with these terms and conditions, do not access or use this website. Any changes, modifications, or additions to, or deletions from these terms or conditions shall be effective upon posting on this website. If you use this website after we post changes to the terms and conditions, you accept the terms and conditions as changed. We expressly reserve the right to monitor any use of this website.
JECohen Holdings, LLC (“JECohen”) owns and maintains this site. The trademarks, logos and service marks displayed at this site are owned by JECohen and protected under the laws of the United States and other jurisdictions. Nothing at this site shall be construed as granting, by implication, estoppel or otherwise, any license or right to use any image, trademark, logo or service mark at the site. No act of downloading or otherwise copying from this site will transfer title to any software or material at this site to you. You may download and/or print a copy of the information provided in this website for your internal use only. Permission to reprint or electronically reproduce any document or graphic in whole or in part for any other purpose is expressly prohibited, unless prior written consent is obtained from the respective copyright holder(s). In any event, you agree not to modify, amend, reduce the size of or in any way obliterate any warnings, liability limitations, disclosures or notices (including any copyright or trademark notice) associated with the information. Anything that you transmit to this site becomes the property of JECohen, may be used by JECohen for any lawful purpose, and is further subject to disclosure as deemed appropriate by JECohen, including to any legal or regulatory authority to which JECohen is subject. JECohen reserves all rights with respect to copyright and trademark ownership of all material at this site and will enforce such rights to the full extent of the law.
This website is for informational purposes only. This website does not constitute an offering or recommendation by JECohen or any of its affiliates of any investment, investment management service, or advisory service in any jurisdiction in which such offering or recommendation would be unlawful under the securities laws of such jurisdiction. We do not provide investment advice, tax advice, or legal advice through the public areas of this website, and you agree that such areas will not be used by you for such purposes. We do not represent that the investments, products, or services discussed on, or accessible through, the public areas of this website are suitable for any particular investor. You acknowledge that your requests for information are unsolicited, and the provision of any information through the public areas of this website shall not constitute or be considered investment advice, or an offer to sell, or a solicitation of an offer to buy any security or other investment.
The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject JECohen or its affiliates to any registration requirement within such jurisdiction or country.
We do not claim that the products or services in this website are available in any particular state or jurisdiction or appropriate for any particular investor. If you choose to access this website from a location other than the United States, you do so on your own initiative, and you are responsible for compliance with any applicable local laws.
Past performance is not necessarily a guide to future performance. The value of investments and the income from them can go down as well as up. You may not get back the amount originally invested.
While JECohen uses reasonable efforts to update the information on this site, JECohen makes no representations or warranties as to the accuracy, reliability or completeness of any information at this site. Any content at this site is subject to change without notice.
All materials at this site are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. Any disclaimers, restrictions, disclosures or hedge clauses apply to any partial document or material in the same manner as they do the whole and will be deemed incorporated in the portion of any material or document that you consult or download.
JECohen has not reviewed any of the sites linked to this site and is not responsible for the content of off-site pages or any other site linked or linking to the site. Your linking to any off-site pages or other sites is at your own risk.
The materials at this site are provided “AS IS”. We do not warrant the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties or merchantability or fitness for a particular purpose. JECohen further assumes no responsibility for, and makes no warranties that, functions contained at this site will be uninterrupted or error-free, that defects will be corrected, or that the site or the server that makes it available will be free of viruses or other harmful components. JECohen shall not be liable for any damages to, viruses that may infect, or services, repairs or corrections that must be performed on your computer or other property on account of your accessing or use of this site. Please note that some jurisdictions do not allow the exclusion of implied warranties, so some or all of the above exclusions may not apply to you.You agree that none of JECohen, its affiliates, or any of their respective officers, members, managers, employees, or agents shall have any liability to you under any theory of liability or indemnity arising out of or relating to your use of the website. You hereby release and forever waive any and all claims you may have against JECohen, its affiliates and their respective officers, members, managers, employees, and agents (including but not limited to claims based upon the negligence of JECohen, its affiliates or any of their officers, members, managers, employees, and agents) for losses or damages you sustain arising out of or relating to use of the website.
We are committed to keeping nonpublic information about you secure and confidential. From time to time, we may collect a variety of nonpublic information about you, including: information we receive from you on application and forms, via the telephone, and through our website; information about your account with us, our affiliates or others; information we receive from consumer reporting agencies; and technical and navigational information, such as computer browser type, Internet Protocol address, pages visited, and time spent on the website.
We will not sell your nonpublic information to anyone. Further, we do not disclose your nonpublic information, except as required or permitted by law. For example, we may provide this information to companies that perform administrative services on our behalf, to securities industry regulators, or in response to a subpoena. We will require companies that we hire to protect the confidentiality of this information and to use it only to perform the services for which we hired them.
We may collect technical information to keep you informed about software compatibility issues and possible upgrades, and to educate our web design team to improve your web experience.
Please do not hesitate to contact us if you are experiencing difficulty in using our site.
Jarrett is a Principal and the Chief Investment Officer of JECohen Holdings, LLC. He began his career in the New York City office of Deloitte & Touche. Prior to founding JECohen, he served as an Assistant Vice President in Bank of America Merrill Lynch’s Global Wealth Management division in Houston, TX.
A graduate of Louisiana State University (LSU) with a Bachelor of Science degree in finance and a minor in internal auditing, Jarrett’s active involvement with his alma mater has included former roles on the National Diversity Advisory Board, the E.J. Ourso College of Business’s CFP Board-Registered Program Advisory Board, and the Houston Alumni Association Board of Directors.
Jarrett is a member of the Chartered Financial Analyst (CFA) Institute, including the local chapter, CFA Society Louisiana. He is also a graduate of the Justice Revius Ortique Leadership Institute and the New Orleans Regional Leadership Institute (NORLI).