Steward Partners Investment Advisory
43yrs
Top advisor by experience in Havertown
1yr
Benjamin Baehr has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Havertown, Pennsylvania. After a year at Insight Total Stewardship, Benjamin joined Jecohen & CO. in 2026, a firm offering financial planning, investment management, and private fund management. Jecohen & CO. reports being paid through a percentage of assets and flat fees.
One of 23 advisors with offices in Havertown, and one of 18 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office525 West Chester Pike Suite 312, Havertown, PA 19083
FirmJecohen & CO.
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$282,150
Advisors at the firm7
States licensed ?1 state
Services through Jecohen & CO.
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowJecohen & CO., LLCCurrent firm
- Jan 2026 – Jul 2026Insight Total StewardshipPreviously
Contact Benjamin
(833) 828-2540Firm headquarters in New Orleans, LA. Ask for Benjamin. 525 West Chester Pike Suite 312Havertown, PA 19083Office · Get directions LinkedIn pageJecohen & CO.
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Questions to ask Benjamin
Tailored to Benjamin’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Benjamin
How do I contact Benjamin?
Call Jecohen & CO. at (833) 828-2540 and ask for Benjamin Baehr. Benjamin works from the Havertown, PA office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Benjamin hold?
Series 65. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Jecohen & CO. reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Benjamin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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