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JECohen

JECohen is here to be your trusted partner. We think, plan, and invest in support of your long-term goals. Our advisors partner with you, offering a personalized, fresh perspective on investing that prioritizes your family and integrity.

Barry  Kimbrough, Financial Advisor at JECohen
At JECohen, we put people first, always.

At JECohen, we put people first, always.

JECohen Wealth Management

Founded in New Orleans in 2015 by Jarrett E. Cohen.

JECohen Wealth Management

At JECohen, we AIM® for excellence.

We strive to be Approachable, Informed of the latest economic and market trends, and Motivate you to seize opportunities as they present themselves.

We AIM® to guide you along a financial plan to build and sustain generation wealth along all stages of your life's journey.

Our Services

Everyone needs a financial advisor they can trust. At JECohen, we cultivate partnerships with our clients, built on trust and integrity, leading to strategies that better align with the financial goals they want to achieve.

Financial Advisors for Institional Wealth Management

Wealth Management

Plan for a healthy financial future, today.

Financial Advisors for Individual Retirement Planning

Retirement Planning

Achieve financial independence in retirement.

Financial Advisors for Investment Management

Investment Management

Align your investments with your goals & priorities.

Financial Advisors for Trust & Estate Planning

Trust & Estate Planning

Establish a smart strategy for your assets.

2015

Year Founded

$55M

Assets Under Management

As of December 31, 2023

4

Number of Advisors

Ready to work together? Let's Connect.

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