In 2006, as a sophomore in college, Jarrett’s mother asked him to take a look at her 401(k) retirement plan. She understood the need to save, but she had always seen investing as a form of gambling. No one had taken the time to help her understand that long-term investing could help create security for her future.

Jarrett said he would help, which started his lifelong quest to help others become financially literate and grow their wealth. He now creates that same level of trust and financial security for all his clients. There are too many barriers to investment for people like his mom, and even those with some wealth that feel like they cannot break into or fully understand the investing landscape.

The result of Jarrett’s quest is JECohen, which offers its clients trusted advisors that lower the hurdles to investing and wealth. We give you the same support that Jarrett offered his mom.

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About JECohen

JECohen is a wealth and investment management firm that breaks down barriers to wealth for their clients. Since founding in New Orleans in 2015, we have scaled nationally by not only managing assets, but creating access and building prosperity for all.

As a purpose-driven firm, we serve all our clients equally. If you have established wealth or are looking to grow what you have, you will receive the same support. Our philosophy is that people deserve integrity, expertise and opportunity.

Our Approach

We stay ahead of the curve by embracing cutting-edge investment strategies, tailored to meet the unique needs of our clients. We unlock opportunities others may overlook, ensuring that our clients benefit from a wealth of possibilities. JECohen is proud to resource and empower historically disinvested groups.

We break down barriers to wealth by:

• Not requiring minimums
• Creating access to alternative asset classes, like real estate
• Identifying valued assets and investing for the long-term

Our Team

At the core of our success is our team of seasoned advisors. They are more than just financial experts; they are partners in your journey towards success and peace of mind. With a deep understanding of the intricacies of investments and financial planning, they work tirelessly to develop personalized strategies that lead to prosperity.

Our Why

We are led by our mission, vision and core values. We stay ahead of the curve by embracing cutting-edge investment strategies, tailored to meet the unique needs of our clients. We unlock opportunities others may overlook, ensuring that our clients benefit from a wealth of possibilities. JECohen is proud to resource and empower historically disinvested groups.

Mission

Empower people, institutions, and communities with transformative investments that deliver superior results.

Vision

Our vision is to become the most inclusive financial services firm.

Values

PRIORITIZE PEOPLE

Personal relationships are central to every aspect of our business. Whether clients or colleagues, we prioritize individual needs, not just numbers.

EXEMPLIFY GOODWILL

Trust is our bottom line. Our unwavering commitment to doing the right thing is what guides our decisions and defines our firm.

CREATE ACCESS

Everyone should have the opportunity to invest and grow wealth.

FORWARD-THINKING

When it comes to our clients, we’ll never settle for good enough. We proactively seek opportunities today by utilizing insights to anticipate the needs of tomorrow.

Who We Serve

We are dedicated to serving both individuals and institutions, understanding that wealth knows no boundaries. Whether you’re an individual with dreams of a secure retirement or an institution seeking to optimize your investments, we have the expertise and solutions to help you achieve your goals.

Individual Investors

Guiding you to make informed decisions to achieve the freedom to pursue your passions.

Institutional Investors

We work alongside institutions to help them achieve their unique goals.

Contact Us

Let’s discuss your financial goals. Schedule a free consultation. We’re looking forward to working with you.

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