Overview
Assets Under Management: $130 million
Headquarters: BATON ROUGE, LA
High-Net-Worth Clients: 39
Average Client Assets: $1.7 million
Frequently Asked Questions
JCN FINANCIAL & TAX ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174358), JCN FINANCIAL & TAX ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
JCN FINANCIAL & TAX ADVISORY GROUP, LLC is headquartered in BATON ROUGE, LA.
JCN FINANCIAL & TAX ADVISORY GROUP, LLC serves 39 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, JCN FINANCIAL & TAX ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
JCN FINANCIAL & TAX ADVISORY GROUP, LLC manages $130 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, JCN FINANCIAL & TAX ADVISORY GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.84%
Average Client Assets: $1.7 million
Total Client Accounts: 702
Discretionary Accounts: 702
Regulatory Filings
CRD Number: 174358
Filing ID: 2043623
Last Filing Date: 2026-03-20 11:56:29