JCN FINANCIAL & TAX ADVISORY GROUP, LLC

Overview

JCN Financial & Tax Advisory Group, LLC is organized as an independent registered investment adviser operating as a limited liability company. The firm serves individual and family clients and presents a mixed fee model that includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. Its advisory scope centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The adviser is not identified as an ESG-focused manager, is not a pension consultant, and is not classified as a capital allocator. The firm's registration record lists SEC registration in 2026 and it is described as owned by an individual. It is not designated as a multistate adviser, which aligns with its single-office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices