DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Former SEC-registered adviser

J•••••• • C••• L••

STATE REGISTEREDNew Orleans, LouisianaCRD 173878websiteIAPD
Latest filing Jul 29, 2026
First filing on the tape Jul 29, 2026 · 1 filings
RAUM
$77.8M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
88%
$68.3M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Jul 29, 2026; every figure names its basis
RAUM per advisor
$19.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
61derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.0MderivedHNW RAUM over HNW clients
Average account
$118,351derivedRAUM over accounts (5.F.2.f)
Discretionary
95%derivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.5derivedItem 5.A over advisors
Advisors per office
4.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$36.3M49%
  • Individuals$32.0M43%
  • Charitable organizations$6.6M8.8%
Individual clients
206reported
HNW clients
36reported
Pension plan clients
0reported
Charitable clients
2reported
Accounts
657reported
Financial planning clients
26-50reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
7 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
J•••••• E••••• C••••New Orleans, LaFeb 13, 201517 y3
L••••• R•• M••••••New Orleans, LaOct 4, 202213 y1
S••••• D••••• H••••••New Orleans, LaJul 30, 202412 y0
J•••• C•••••• M••••••New Orleans, LaOct 1, 202414 y0
M••• R••••••New Orleans, LaNov 21, 202410 y0
S••••• L•••• H•••••Certified Financial Planner, Chartered Financial ConsultantHavertown, Pa Apr 8, 202626 y4
B••••••• C••••• B••••Havertown, Pa Aug 13, 202612 y1
Advisor movement
1 left, 2 joined in 12 months
net +1 in 12 months0 left in 90 days1 joined in 90 days2 left over 36 months
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    No Schedule A on the extract for this adviser.
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    New Orleans, La · principal721
    Havertown, Pa220
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    One filing, no change to show.
    Signals
    3 dated events
    • 2 advisors left I•••••• T•••• S••••••••• (Havertown, PA) for J•••••• • C••• L•• on the same day
      Jul 30, 2026 · Team lift-out · derived
    • J••••• P••• S•••••••• left J•••••• • C••• L•• for T•• F•••••••• R••••••• C••••• (registered 2026-09-11)
      Mar 3, 2026 · Advisor changed firm · fact
    • J••••• A••••• B•••••• left J•••••• • C••• L•• for A• W••••• M••••••••• L•• (registered 2024-03-04)
      Jan 9, 2024 · Advisor changed firm · fact
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/jecohen-co-llcreportedpublic record, Form ADV, Sep 18, 2026
    Website
    jecohenco.comreportedpublic record, Form ADV, Sep 18, 2026
    Principal office phone
    (833) 828-2540reportedpublic record, Form ADV, Jul 29, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    STATE REGISTEREDderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    n/aderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 15, 2026