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John M Crain

Investment adviser representative at Cohen Capital
16 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

16 years in the industry.

  1. Cohen CapitalJan 2026 to now
  2. Cohen Capital Advisors, LLC dba Cohen CapitalJan 2026 to now
  3. Raymond James & Associates, Inc.Apr 2023 to Jan 2026
  4. Orleans Capital/energy Opportunities Capital ManagementDec 2010 to Mar 2023

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
6627717
Firm CRD
339112
Advisor's SEC record (opens in a new tab)
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