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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.

Justin Smallwood, AWMA, Financial Advisor at JECohen

Meet Justin Smallwood, a dedicated financial advisor with a passion for helping individuals and families secure their financial goals. His experience in commercial banking and wealth management have gained him a reputation for comprehensive expertise, personalized approach, and unwavering commitment to client success.

Justin’s professional journey began with a bachelor’s degree in Finance from University of New Orleans. Eager to make a positive impact in people’s lives, he pursued further education and earned his securities license to practice as a Financial Advisor. With the support of his firm and mentors, he is fully equipped to affect change in underserved communities.

Throughout his professional journey, Justin has worked with clients from diverse backgrounds, ranging from young professionals looking to secure their financial future to retirees aiming to make the most of their savings. He has built a reputation for his ability to listen attentively to his clients’ unique circumstances, understand their goals, and develop tailored financial strategies that align with their aspirations.

Justin’s expertise extends across various financial disciplines, including retirement planning, investment advisory, and estate planning. He keeps a close eye on market trends, economic indicators, and legislative changes to ensure his clients stay ahead in an ever-evolving financial landscape.

One of Justin’s core values is education. He believes that empowering clients with knowledge is the key to making informed financial decisions. With his patient and approachable demeanor, Justin takes the time to explain complex financial concepts in a simple and understandable manner, fostering a sense of confidence and trust in his clients.

Beyond his role as a financial advisor, Justin actively contributes to his community by conducting financial literacy workshops and seminars. He firmly believes that everyone, regardless of their background or financial acumen, should have access to the knowledge necessary to navigate their financial journey successfully.

Away from work, Justin enjoys spending quality time with his two sons, ages 7 and 8. These days, that time looks like school projects, Pokémon battles, and laughing hysterically with his sons at Cartoon Network shows. Somehow, Justin still finds the time to stay up-to-date with the latest financial news, to explore new investment approaches, and to cultivate new relationships with whomever he encounters. He is an avid reader and continually seeks opportunities for professional development to enhance his expertise and provide the best possible service to his clients.

For anyone seeking a dedicated financial advisor who combines industry knowledge, personalized guidance, and a genuine passion for helping others, Justin Smallwood is the ideal partner. With his unwavering commitment and holistic approach to financial planning, Justin is ready to guide you toward a prosperous and secure financial future.

Series 65
B.S. Finance, UNO

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

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