John Joseph Postel
Investment adviser representative at Cohen Capital
15 yearsExperience
1 stateRegistered in
$1.1BFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Cohen CapitalJan 2026 to now
- Cohen Capital Advisors, LLC dba Cohen CapitalJan 2026 to now
- Raymond James & Associates, Inc.Apr 2018 to Jan 2026
- J.P. Morgan Securities LLCOct 2011 to Apr 2018
- JPMorgan Chase BankOct 2011 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Cohen Capital
Legal name: Cohen Capital Advisors, LLC
$1.1BAssets managed
1,478Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5866198
- Firm CRD
- 339112