Financial Planning & Wealth Management


Financial Planning Process


Related Questions
Do you offer free consultations?

Yes, all initial consultations are complimentary at JECohen.

JECohen does not have minimums to do business with us.

We charge advisory fees on a quarterly basis in line with a fee schedule based on the size of your investment portfolio managed by JECohen

JECohen was founded in 2015, but our founder, Jarrett E. Cohen, has been providing financial advice consistently since 2009.

No, JECohen is headquarted in New Orleans, but we offer our services nationwide.


Call +1 504 324 9480

Our Hours Business Hours
Monday - Friday: 9am-6pm

What We Offer

Let us help you plan for your financial future.

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Achieve financial independence with our tailored solutions

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Together, let’s come up with a plan to develop your investment goals

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We can establish a well crafted plan for your assets

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