Jarrett
Bell
Caz Investments L.P
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About this Advisor
Jarrett Bell is a financial advisor who works out of Houston, Texas with 2 years of relevant experience. Bell works at Caz Investments L.P. The advisor has gained experience at Abbey Capital (Us) LLC, Foreside Fund Services, LLC and Caz Investments Lp. Bell holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Caz Investments L.P is a financial advisory firm operating out of Houston, TX. It handles $5 billion in total assets across its 6,897 customer accounts, making it one of the biggest firms in the nation by assets under management. Of its 6,897 accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Caz Investments L.P performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees typically are based on the type of services offered. Fee types charged by Caz Investments L.P likely include some blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Caz Investments L.P Brokerage Details
$5,015,915,036
33
6,897
$727,260
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jarrett Bell Work History
Jarrett has been registered as a financial advisor for 2 years.*
Caz Investments Lp
Foreside Fund Services, LLC
Abbey Capital (Us) LLC
Foreside Fund Services, LLC
Abbey Capital (Us) LLC
Abbey Capital (Us) LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jarrett Bell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Caz Investments L.P
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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