Jecohen & Company, LLC

Jecohen & Company, LLC (CRD# 173878) is a financial advisory firm headquartered in New Orleans, LA. They manage $24,950,123 in 205 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
233 Carondelet St., Suite 200, New Orleans, LA 70130
https://www.linkedin.com/company/jecohen-holdings-llc/
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $121,708
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Jecohen & Company, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jarrett Cohen, financial advisor New Orleans LA
Jarrett E. Cohen
CRD#: 5501834
233 Carondelet St., Suite 200, New Orleans, LA 70130

Jarrett Cohen (CRD# 5501834) is an Investment Advisor Representative working at Jecohen & Company, LLC in New Orleans, LA and has over 15 years of experience in the finance industry.

2
Barry Kimbrough, financial advisor New Orleans LA
Barry Kimbrough
CRD#: 7781601
233 Carondelet St., Suite 200, New Orleans, LA 70130

Barry Kimbrough (CRD# 7781601) is an Investment Advisor Representative working at Jecohen & Company, LLC in New Orleans, LA and has 1 year of experience in the finance industry.

3
Luther McClain, financial advisor New Orleans LA
Luther R. McClain
CRD#: 6122156
233 Carondelet St., Suite 200, New Orleans, LA 70130

Luther McClain (CRD# 6122156) is an Investment Advisor Representative working at Jecohen & Company, LLC in New Orleans, LA and has over 11 years of experience in the finance industry.

4
Justin Smallwood, financial advisor New Orleans LA
Justin Smallwood
CRD#: 6811617
233 Carondelet St., Suite 200, New Orleans, LA 70130

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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