Advisors at this firm
Jarrett C
Series 63, Series 65
New Orleans, LA
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 M
Series 66
New Orleans, LA
JECohen & CO., LLC
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.
Shayna H
CFP®, ChFC®, Series 66
Havertown, PA
JECohen & CO., LLC
Shayna Harvey is a CFP®, ChFC®, and holds a Series 66 license with 25 years of experience in financial advising. She is the owner and managing member of The Insight Advisory Group, operating as Insight Total Stewardship, and has previously worked at JECohen & Co., LLC. Outside of her advisory work, she volunteers as a program director and workshop facilitator for the Institute for Financial Success, a financial ministry based in Philadelphia. Insight Total Stewardship provides discretionary and non-discretionary portfolio management, financial planning, financial coaching, and retirement plan services primarily to individual and high-net-worth clients. The firm manages approximately $20 million in client assets and employs a blend of fundamental and technical analysis, asset allocation modeling, and third-party platforms to support investment decisions.
Selina H
Series 65
New Orleans, LA
JECohen & CO., LLC
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 R
Series 65
New Orleans, LA
JECohen & CO., LLC
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 in various roles, including bartending at Budsi's Authentic Thai. 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 follows a bottom-up, value-oriented fundamental analysis approach with a long-term bias and manages both individual accounts and pooled private investment vehicles.
Aliya E
Series 63, Series 65
New Orleans, LA
JECohen & CO., LLC
Aliya Ellis is a financial advisor at JECohen & CO., LLC with two years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms, including Digital BGA, TIAA, and Northwestern Mutual. JECohen & CO., LLC provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, foundations, pension funds, institutions, and small businesses. The firm follows a bottom-up, value-oriented investment approach and is notable for its role as a private fund adviser and sponsor, managing pooled investment vehicles alongside individual and institutional accounts.
Jason M
Series 65
New Orleans, LA
JECohen & CO., LLC
Jason Morvant is a financial advisor at JECohen & CO., LLC with one year of industry experience. He holds a Series 65 designation and has a background in medicine, actively practicing as a licensed physician. Prior to joining JECohen & CO., he worked at Ochsner Medical Center Westbank and Iberia Medical Center. JECohen & CO., LLC provides discretionary and non-discretionary investment management and financial planning to a range of clients including individuals, high-net-worth clients, trusts, estates, foundations, pension funds, institutions, and small businesses. The firm uses a bottom-up, value-oriented fundamental analysis approach with a long-term bias and manages both individual accounts and pooled private investment vehicles.
