# Jecohen & Co., LLC

> Jecohen & Co., LLC is a state-registered investment advisory firm in New Orleans, LA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 173878
- Filed as: JECOHEN & CO., LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New Orleans, LA
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173878
- AdvisorCensus page: https://advisorcensus.com/firm/jecohen-and-co-llc-new-orleans-la-173878

## Quick answers

**How is Jecohen & Co., LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Jecohen & Co., LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Jecohen & Co., LLC located?**
Jecohen & Co., LLC's principal office is in New Orleans, LA, according to its Form ADV.

**Is Jecohen & Co., LLC registered with the SEC or a state?**
Jecohen & Co., LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 173878.

**How much does Jecohen & Co., LLC manage?**
Jecohen & Co., LLC reports $77,756,663 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (95% discretionary).

**What types of clients does Jecohen & Co., LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (36); charitable organizations (2).

**Does Jecohen & Co., LLC report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173878

**What changed in Jecohen & Co., LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 4 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $77,756,663
- Discretionary: $74,097,806
- Non-discretionary: $3,658,857

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $31,959,825 |
| High net worth individuals | 36 | $36,320,385 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $6,577,898 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 2 | $2,898,555 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, PA, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173878

### Websites listed on Form ADV (Item 1.I)
- jecohenco.com
- Facebook @JECohenCo
- Instagram @jecohenco
- LinkedIn @jecohen-co-llc

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 4 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jecohen & Co., LLC (CRD 173878): Form ADV filing data as of October 2026.