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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-13-2015
- Office Locations
- 2
Office Locations
About Jecohen & Co., LLC
JECohen is a wealth management and investment advisory firm providing personalized financial planning across retirement, education savings, and estate planning, plus investment management using a disciplined value approach with traditional and alternative strategies. The firm serves both individuals and institutions nationwide, with offices in LA, PA, and NC, and was named a 2025 Financial Planning “Best RIAs to Work For.”
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JARRETT EDWARD COHEN
Chief Executive Officer, Chief Investment Officer, Founder
- CRD
- #5501834
- Ownership
- Less than 5%
SHAYNA LYNNE HARVEY
President of Wealth Management
- CRD
- #4192481
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
Aliya Vivian Ellis
Financial Advisor
- CRD
- #7463355
Selina Dionne Harrell
Financial Advisor, General Partner
- CRD
- #7913562
Showing 2 of 8 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,097,806 | -- |
| Non-Discretionary | $3,658,857 | -- |
| Total | $77,756,663 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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