JCN FINANCIAL & TAX ADVISORY GROUP, LLC
Adviser information for JCN FINANCIAL & TAX ADVISORY GROUP, LLC last updated from Form ADV on January 2nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Louisiana, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 617 | $83.2M |
| Non-Discretionary | 0 | $0 |
| Total | 617 | $83.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 285 | $60.0M |
| HNW Individuals | 15 | $23.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 83.2M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| JCN FINANCIAL & TAX ADVISORY GROUP WRAP FEE PROGRAM | JCN FINANCIAL & TAX ADVISORY GROUP, LLC |
Principal Office
18212 E. PETROLEUM DRIVEBUILDING 3, SUITE A
BATON ROUGE
LA
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 877-755-0488, Fax: None
Websites
www.facebook.com/jcnfinancial/
johnsdream.com/
strengthsciencestudios.net/
twitter.com/johnneyland?lang=en
www.facebook.com/strengthsciencestudios/
www.facebook.com/pg/johnsdreamfoundation/videos/
www.linkedin.com/in/john-neyland-3b686665
www.instagram.com/jcn_financial/
www.jcnfinancial.com
www.jcnspeaks.com
Chief Compliance Officer
JOHN NEYLAND
MANAGING MEMBER
18212 E PETROLEUM DR
BLDG 3 SUITE A
BATON ROUGE
LA
United States
Tel:
(225) 755-0488
J***@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NEYLAND, JOHN, CHRISTOPHER | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 06/2015 | > 75% |