JECohen & Co., LLC

This Thanksgiving, we at JECohen are reflecting on what truly matters: the relationships we've built with our clients. ?? Thank you for being a part of our journey. We wish you a happy and fulfilling holiday season. ?? #JECohen #Thanksgiving #HappyHolidays #ThankYou #WealthManagement

On Friday, November 9, 2024, several of our team members – Selina Harrell, MBA, Justin Smallwood, AWMA and Kenneth Jackson – attended?Xavier University of Louisiana’s?Celebration on the Yard. This dynamic homecoming event brought together undergraduate and graduate students, alumni, professors, and HBCU affiliates for a day filled with networking, engagement, and celebration – a vibrant reminder of the importance of community and connection in building a legacy of success. https://lnkd.in/gxMWrsx8

Join us in congratulating Nicole S. Dotson, MBA, our incredible Operations Associate, on her 5th anniversary with JECohen! Nicole's dedication, expertise, and passion behind the scenes have been instrumental to our success. We're incredibly grateful for her hard work and commitment to keeping our operations running smoothly. Thank you Nicole for all you do, we look forward to celebrating another 5 years. #WorkAnniversary #EmployeeAppreciation #5YearsOfService #JECohen #OperationsAssociate #Teamwork #Dedication #Success

Finding a financial advisor who is truly here for you means everything. At JECohen, we pride ourselves on: ? Listening: We take the time to understand your goals, dreams, and concerns. ? Clear communication: We explain things in a way you can easily understand, no jargon overload! ? Prioritizing your best interests: Your financial well-being is our top priority, and we make recommendations that align with your values. Ready to find your perfect fit? Reach out today and let's start building your financial future together! https://lnkd.in/g3ANqmaX #financialadvisor #moneymatters #financialplanning #findyourfit #JECohen

Saving money doesn't have to be a mystery. At JECohen, we can help you develop a personalized savings plan to reach your financial goals faster. Here's how we can help: ?? Identify your savings goals: Whether it's a down payment on a house, a dream vacation, or early retirement, we'll help you define your objectives. ?? Create a realistic budget: We'll work with you to track your spending and identify areas where you can save more. ?? Develop an investment strategy: We'll help you choose the right investments to maximize your returns and reach your goals faster. ?? Provide ongoing support and guidance: We'll be there every step of the way to answer your questions and help you stay on track. Start building your financial future today! Contact us for your free personalized consultation. #savingsgoals #financialplanning #investing #JECohen #growyourwealth https://lnkd.in/g3ANqmaX

??Our CEO and Chief Investment Officer, Jarrett E. Cohen, has been recognized as a “Rising Star” by Junior Achievement of Greater New Orleans, Inc. This distinguished honor is awarded to leaders under 40 who demonstrate excellence in business leadership, innovation and in mentoring young talent across the Greater New Orleans area. https://lnkd.in/gGba9JUs #jecohen #wealthmanagement #financialadvisor #juniorachievement

?? Do you have the ability to connect with people and build genuine, long-term relationships? Are you passionate about helping others, not just selling products? If so, then we want you! Apply to become a financial advisor today or learn more using the link below. https://lnkd.in/gB98kfYz

?? A good education is one of the best gifts you can give your child. Start saving for your child's future today! At JECohen, we can help you create a financial plan to make that dream a reality. Our advisors will help you: ?? Estimate future education costs: We'll factor in tuition, room and board, books, and other expenses. ?? Explore savings options: 529 plans, education savings accounts, and other investment strategies. ?? Develop a personalized savings plan: We'll help you determine how much to save each month. ?? Maximize financial aid opportunities: We'll guide you through the FAFSA and other financial aid applications. Give your child the gift of a brighter future. Contact us today to start planning for their education! #educationplanning #financialsavings #JECohen #collegefund https://lnkd.in/g3ANqmaX

Your success starts today. Looking for help with retirement planning, investments, or achieving your financial goals? Mary Rinaolo is here to guide you! ?? Experienced & dedicated ?? Personalized strategies ?? Committed to your success Schedule a consultation today! ?? https://lnkd.in/gEx5rbuu #FinancialAdvisor #WealthManagement #JECohen #OurBusinessIsPersonal

Celebrating Alex Keeley - 3 Years of Excellence! Today we recognize Alex Keeley, Executive Assistant & Administrative Associate, for her three years of dedicated service to both our company, and more importantly our clients. Alex's organizational skills and support are invaluable to our team. Thank you Alex for all you do. ?? #EmployeeAppreciation #ValuedEmployee #Anniversary #JECohen #OurBusinessIsPersonal