JCN Financial & Tax Advisory Group, LLC
Firm details
- Headquarters
- Baton Rouge, Louisiana
- CRD number
- 174358
- Registered since
- February 23, 2026
- Website
- jcnfinancial.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals50.16%
- HNWI49.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
JCN Financial & Tax Advisory Group, LLC is an independent registered investment adviser organized as an LLC and listed with an SEC registration year of 2026. The firm is individually owned and serves private individuals and families. Its core advisory services are financial planning plus discretionary portfolio management for individuals, small businesses, and institutional/business clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Other33%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3Lyen Martinez
Chief Compliance OfficerCRD 6982485
Olivia Neyland
Chief Marketing OfficerCRD 7688664
John Neyland
CEOCRD 4852471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baton Rouge, LA
East Baton Rouge
Location
Baton Rouge, LA
Headquartered in Baton Rouge, LA, in the South of the United States.
- Region
- South
- County
- East Baton Rouge
- Address
- 18212 E Petroleum Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Pelican Investment Advisors, LLC
RIABaton Rouge, LA
Capital South Wealth Management, LLC
RIABaton Rouge, LA
AdvisoR.Investments
RIABaton Rouge, LA
Graf Financial, L.L.C.
RIABaton Rouge, LA
Global Planning Stewards LLC
RIABaton Rouge, LA
Twru Private Wealth Management, LLC
RIABaton Rouge, LA