New Orleans, LA Office
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JECohen & CO., LLC
Team
Firm-wide stats for JECohen & CO., LLC
About
JECohen & Co. provides discretionary and non‑discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, foundations, pension plans, other institutions, and small businesses. The firm also serves as investment manager to pooled investment vehicles and private funds, and its offering documents allow for side letters and investor qualifications consistent with accredited and qualified client standards.
The firm follows a value‑oriented, bottom‑up fundamental approach rooted in the Graham and Dodd tradition, seeking opportunistic allocations into undervalued or distressed securities with a primary emphasis on capital preservation and a long‑term time horizon. Portfolios may be concentrated and the adviser may use margin borrowings in separately managed accounts and fixed‑income strategies where applicable, with investments drawn from a range of asset classes when dislocations present opportunities.
Compared with many team‑based advisers, JECohen’s combination of direct management of private pooled vehicles, affiliated fund managers (JECohen Ventures and related entities), and a stated internal policy to avoid charging a separate advisory fee for assets placed in its funds is noteworthy and creates particular conflicts that the firm discloses and seeks to mitigate. The firm manages roughly $77.8 million for about 242 clients and maintains an institutional custodial relationship that supports both its separate account management and its fund administration arrangements.
Based on JECohen & CO., LLC
Location
233 Carondelet St., Suite 200
New Orleans LA 70130
Advisors at this office
5
Advisors at this office
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.
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 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 M
Series 65
New Orleans, LA
JECohen & CO., LLC
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.
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