linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Justin Smallwood

Jecohen & CO., LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justin? Claim Your Profile

About Justin Smallwood

Justin Smallwood is an Investment Advisor Representative at Jecohen & CO., LLC. Justin has been in the industry since 2014 and has experience working in the financial sector. Justin holds a Series 65 license and is registered in Louisiana. Justin is affiliated with Jecohen & CO., LLC. Justin specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Justin Smallwood 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justin Smallwood’s Registration & Firm History

LA

08/26/2022 - Present

Jecohen & CO., LLC (NEW ORLEANS LA)

Not sure if Justin Smallwood is right for you?

Licenses & Designations

IA

Issued 08/26/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Smallwood.
Not sure if Justin Smallwood is right for you?