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 RIA organized as an LLC and SEC-registered in 2026. The firm is owned by an individual and positions itself as a advisor to individuals and families, with services that include comprehensive financial planning and portfolio management for individuals, small businesses, and certain business or institutional clients. Compensation mixes percentage-of-AUM billing with hourly and fixed-fee engagements. The adviser does not identify as an active ESG investor, does not act as a capital allocator, and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
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