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Aliya Vivian Ellis

Jecohen & CO., LLC

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About Aliya Vivian Ellis

Aliya Ellis is an investment advisor representative registered with Jecohen & Co., LLC. Aliya is a licensed professional and offers a range of services, including financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Aliya Ellis is currently registered with Jecohen & CO., LLC. Jecohen & CO., LLC is an investment advisor with approximately $24.95 million in regulatory assets under management. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, and pooled investment vehicles. The firm has a total of 205 clients, including 9 high-net-worth individuals and 1 pooled investment vehicle. They have 7 investment advisor representatives and a team of professionals dedicated to providing personalized financial guidance.

$24.95M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aliya Ellis’s Registration & Firm History

LA

01/02/2025 - Present

Jecohen & CO., LLC (NEW ORLEANS LA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aliya Vivian Ellis.
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