JCN Financial & Tax Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JCN Financial & Tax Advisory Group provides discretionary investment management on a wrap-fee basis and standalone financial planning and consulting to individuals, trusts, estates, business entities and charitable organizations. The firm delivers ongoing portfolio monitoring and reporting and may recommend insurance products through related licensed agents when requested by clients.
The firm builds portfolios using mutual funds, ETFs, individual equities, structured notes and debt instruments, applying fundamental and technical analysis and offering model asset-allocation strategies (e.g., Aggressive to Conservative) tailored to client objectives. JCN may incorporate cryptocurrency exposure via exchange-traded securities, separate managers or private funds (with an opt-out available), and discloses use of AI tools to support — not replace — advisor judgment and monitoring.
What is noteworthy in its disclosures is that JCN operates its own wrap fee program with custodial relationships that include LPL and Schwab, and it expressly discloses practices that are less common among peers: the use of structured notes, potential use of derivatives in separately managed accounts, a documented AI policy, and that it advertises hypothetical performance and uses endorsements in advertising; the brochure also discloses a forgivable loan arrangement with LPL and the related conflict-of-interest mitigations.
Client services
Fee options
Financial planning and consulting fees generally range from $500 to $5,000 on a fixed fee basis, depending on the scope of services.
$0 - $1,000,000: 2.20% $1,000,001 - $1,500,000: 2.10% $1,500,001 - $2,000,000: 2.00% $2,000,001+: 1.90%
Generally $350 per hour for financial planning and consulting services, charged after written agreement.
Account minimum: $25,000
Main office
18212 E. Petroleum Drive, Building 3, Suite A
Baton Rouge LA 70809
Advisors at this office
2
Most active in
Louisiana · Texas
Also doing business as
Jcn Advisory, LLC · Jcn Financial & Tax Advisory Group, LLC · Jcn Financial & Tax Planning Group, LLC · Paramount Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John N
Series 66
Baton Rouge, LA
JCN Financial & Tax Advisory Group, LLC
John Neyland is a financial advisor with JCN Financial & Tax Advisory Group, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with JCN Financial & Tax Advisory Group since 2015. Outside of advising, he serves as a trustee for the Norman Neyland Trust and works as a tax processor. JCN Financial & Tax Advisory Group provides discretionary investment management, wrap-fee services, and financial planning to individuals, businesses, trusts, estates, and charitable organizations. The firm employs fundamental and technical analysis across various investment strategies and manages portfolios with a range of asset types, including mutual funds, ETFs, equities, and structured notes.
Olivia N
Series 65
Baton Rouge, LA
JCN Financial & Tax Advisory Group, LLC
Olivia Neyland is a financial advisor at JCN Financial & Tax Advisory Group, LLC in Baton Rouge, LA. She holds a Series 65 designation and has been with the firm since 2019. Prior to her advisory role, she worked at Louisiana State University from 2014 to 2019. JCN Financial & Tax Advisory Group serves individuals, business entities, trusts, estates, and charitable organizations by offering discretionary investment management, wrap-fee investment services, and standalone financial planning and consulting. The firm uses fundamental and technical analysis across various investment strategies and manages approximately $121.6 million in discretionary assets.
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