Justin Smallwood (CRD# 6811617) is an Investment Advisor Representative working at Jecohen & Company, LLC in New Orleans, LA and has 1 year of experience in the finance industry.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jecohen & Company, LLC | New Orleans, LA | Apr 2022 - Current | 2 |
| Four Seasons Hotels Limited | New Orleans, LA | Dec 2021 - Current | 2 |
| Advocates For Science And Math Education, Inc. | New Orleans, LA | Jun 2020 - Oct 2021 | 1 |
| Hancock Whitney Corp. | New Orleans, LA | Jan 2019 - Jun 2020 | 1 |
| Intercontinental Hotels Group Plc | New Orleans, LA | May 2017 - Jan 2019 | 1 |
| Unemployed | New Orleans, LA | Nov 2016 - May 2017 | < 1 |
| Westin Hotels & Resorts | New Orleans, LA | Feb 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- LA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts205ACCOUNTS
-
Average Account Value$121,708
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.