Financial Planning & Wealth Management
Related Questions
Do you offer free consultations?
Yes, all initial consultations are complimentary at JECohen.
What's the minimum amount to open an account?
JECohen does not have minimums to do business with us.
How are you compensated?
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
How long have you been in business?
JECohen was founded in 2015, but our founder, Jarrett E. Cohen, has been providing financial advice consistently since 2009.
Do you only work with investors in New Orleans?
No, JECohen is headquarted in New Orleans, but we offer our services nationwide.
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