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 provides financial planning and portfolio management across individual and pooled vehicles, and it also manages portfolios for small businesses and other institutions. Jecohen functions as a sponsor, general partner, and managing member for pooled investment vehicles rather than acting primarily as a third‑party capital allocator. Its fee model includes percentage‑of‑AUM charges and fixed fees. The firm does not identify as an active ESG investor and is not a multi‑state adviser.
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%
Owners & executives
2 of 2
Jarrett Cohen
Chief Executive Officer & Chief Investment OfficerCRD 5501834
Kenneth Jackson
Chief Operating OfficerCRD 2773078
Contacts
3 of 6
Shayna Harvey
President of Wealth ManagementCRD 4192481
Luther Mcclain
Senior Financial AnalystCRD 6122156
Selina Harrell
Financial AdvisorCRD 7913562
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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