Jecohen & Co, LLC
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 173878
- Website
- jecohenco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI46.71%
- Individuals41.1%
- Charitable Organizations8.46%
- Other3.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Jecohen & Co, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management across individuals, small businesses, pooled investment vehicles, and other business or institutional accounts. Its fee model combines percentage-of-AUM billing with fixed fees. Jecohen identifies as a non-ESG investor and is not positioned as a multi-state or pension consultant adviser. The firm also acts in sponsor/GP roles and as a managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents5%
Contacts
3 of 8
Shayna Harvey
President of Wealth ManagementCRD 4192481
Kenneth Jackson
Director - Investment Trading & OperationsCRD 2773078
Luther Mcclain
Senior Financial AnalystCRD 6122156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New Orleans, LA
Orleans
Location
New Orleans, LA
Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Orleans
- Address
- 233 Carondelet St
- Time zone
- CT (UTC-6)
- Office locations
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