JECohen & CO., LLC

Jarrett Cohen is a financial advisor with JECohen & Co., LLC in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been involved with JECohen Holdings, JECohen Realty Capital Management, and JECohen & Co., LLC since 2015. Cohen serves as an advisory board member for the LSU CFP Board-Registered Program and Yellowstone Academy. JECohen & Co., LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, pension funds, institutions, and small businesses. The firm employs a bottom-up, value-oriented fundamental analysis approach with a long-term bias and manages both individual accounts and pooled private investment vehicles.

Luther Mcclain is a financial advisor at JECohen & Co., LLC with four years of industry experience. He holds the Series 66 designation and has worked at JECohen & Co. since 2022. Outside of his advisory role, he serves as a Senior Financial Analyst at Ochsner Health System, a healthcare nonprofit. JECohen & Co., LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, pension funds, institutions, and small businesses. The firm employs a bottom-up, value-oriented investment approach and is notable for its role as a private fund adviser and sponsor while serving individual and institutional accounts.

Benjamin Baehr is an advisor with JECohen & Co., LLC and holds a Series 65 designation. He has been with JECohen & Co. since 2025 and previously worked at Educational Testing Service for 11 years. Baehr is also an insurance agent with The Insight Insurance Group, dedicating a portion of his time to insurance sales and services. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, institutions, and small businesses. The firm follows a value-oriented, bottom-up fundamental approach focused on capital preservation and utilizes opportunistic allocations into undervalued or distressed securities.

Shayna Harvey is a CFP® and ChFC® with 25 years of experience in the financial industry. She is currently an advisor at JECohen & Co., LLC and has held roles at The Insight Advisory Group, LLC and The Insight Insurance Group since 2015, as well as operating Shaylear Financial, LLC since 2010. Outside of her advisory work, she volunteers as a program director and workshop facilitator for the Institute for Financial Success, a financial ministry at New Covenant Church of Philadelphia. JECohen & Co. provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, pension plans, and small businesses. The firm employs a value-oriented, bottom-up fundamental investment approach focused on capital preservation and long-term horizons, managing approximately $77.8 million across private pooled vehicles and separately managed accounts.

Selina Harrell is a financial advisor at JECohen & CO., LLC with one year of industry experience. She holds a Series 65 designation. Her background includes various roles across multiple industries prior to joining JECohen, including a position with the St. Tammany Parish School Board. JECohen & Co., LLC provides discretionary and non-discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, foundations, pension funds, institutions, and small businesses. The firm employs a bottom-up, value-oriented investment approach rooted in fundamental analysis and manages both individual accounts and pooled private investment vehicles.

Mary Rinaolo is a financial advisor at JECohen & CO., LLC with one year of industry experience. She holds a Series 65 designation and has worked at JECohen since 2024. Outside of her advisory work, she is employed as a bartender at Budsi's Authentic Thai. JECohen & Co. provides investment management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, and institutions. The firm employs a value-oriented, bottom-up fundamental approach emphasizing capital preservation and long-term horizons, with a focus on opportunistic investments in undervalued or distressed securities.

Jason Morvant is a Series 65-licensed advisor at JECohen & CO., LLC with two years of industry experience. He is also a licensed physician actively practicing medicine and surgery. Prior to joining JECohen & CO., he worked at Ochsner Medical Center Westbank and Iberia Medical Center. JECohen & CO. provides investment management and financial planning services to individuals, institutions, and private funds. The firm employs a value-oriented, bottom-up fundamental approach focused on capital preservation and long-term investment horizons.