Whether you're just starting out or have years of experience, JECohen has a place for you.

office meeting

Our clients' success requires a team of dedicated and talented individuals.

Our administrative team works diligently to support our Financial Advisors and clients, manage marketing and social media, community engagement, public relations, and more! Find out where you fit at JECohen today.

Our Values

These guiding principles shape every aspect of our business.

Make a connection

JECohen is built on real relationships. We put people first, always.

Lead with integrity

Trust is what makes us different. In the investment industry, it means the world.

Create opportunity

We generate growth for individuals and families, institutional clients, and our team members.

Strategize Long-term

We're in it for the long haul, building long-term investment strategies for individuals and institutions.

At JECohen we AIM for results.

We pursue those results by being approachable, informed, and motivated.


JECohen has created a workplace where people from all backgrounds and experiences are wanted, included, and valued. Our business is founded on inclusivity for all.


JECohen supports and encourages continuous learning. We provide all employees with opportunities to learn and grow through mentorship, access to classes and seminars, and intentional engagement.


JECohen strives for excellence. We seek to educate the community, grow generational wealth for all families and people, and help our advisors be in business for themselves.