Firm Stats
More than milestones, these numbers are the JECohen standard. They prove we have the experience to lead, the scale to deliver, and the drive to earn your trust year after year.
11
Years in Business
Est. 2015
540
Clients Served
*As of August 2026
99%
Client Retention
*Average Since 2015
National Presence
Serving Clients Across the U.S.
At JECohen, we put people first always.
Whether you’re an individual or an institution, we are here to be your trusted partner in financial strategy, every step of the way.
11
Years in Business
Est. 2015
486
Clients Served
*As of January 2026
99%
Client Retention
*Average Since 2015
Nationally
Recognized
Your Suite of Financial Services
Your financial goals are unique, and they deserve expert advice. That is why our team of dedicated fiduciary financial advisors offers a comprehensive suite of financial services designed to help you navigate the complexities of today’s financial landscape.
Who We Serve
We believe that financial empowerment should be accessible to all. We proudly serve an inclusive clientele, including individuals, families and institutions.
Individual Investors
Whether you’re dreaming of a secure retirement, saving for your child’s education, or navigating a major life transition, we’ll help you create a roadmap to reach your financial goals.
We specialize in working with first-generation wealth builders and historically disinvested groups, providing tailored guidance and support to help you achieve lasting financial well-being.
Institutional Investors
From non-profit organizations and foundations to corporations and endowments, our financial advisors offer comprehensive investment solutions designed to optimize portfolios and achieve organizational objectives.
Our team has extensive experience in managing institutional assets, ensuring that investments are aligned with missions and values.
Your Partners in Finance Nationwide
We pride ourselves on delivering personalized financial guidance and investment opportunities, no matter where you are. With offices located in New Orleans and Philadelphia, our vision is to become the most inclusive wealth and investment management firm nationwide. Because we believe wealth management is for everyone.
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