JCN Financial & Tax Advisory Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 1–10 clients last fiscal year.
JCN Financial & Tax Advisory Group reports 263 clients. They include 224 individual clients and 39 high-net-worth individuals. Of its assets, 100.0% ($130M across 702 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $130M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 50% |
| High-net-worth individuals | 15% | 50% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 224 | $65.5M | 50.2% | $292K |
| High-net-worth individuals | 39 | $65M | 49.8% | $1.67M |
| Total | 263 | $130M | 100% | $496K |
- Clients
- 224
- Regulatory AUM
- $65.5M
- AUM share
- 50.2%
- Avg. per client
- $292K
- Clients
- 39
- Regulatory AUM
- $65M
- AUM share
- 49.8%
- Avg. per client
- $1.67M
Total
- Clients
- 263
- Regulatory AUM
- $130M
- AUM share
- 100%
- Avg. per client
- $496K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
JCN Financial & Tax Advisory Group charges 1.90%–2.20% a year for its JCN Financial & Tax Advisory Group Wrap Program. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 2.20% |
| $1M–$1.5M | 2.10% |
| $1.5M–$2M | 2.00% |
| $2M and above | 1.90% |
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is negotiable, generally $500 to $5,000 on a fixed fee basis, or about $350 an hour.
John Neyland owns 75% or more of JCN Financial & Tax Advisory Group. The leadership team of JCN Financial & Tax Advisory Group includes President Lyen Martinez. It has 7 employees, 2 of them in advisory roles.
Staff
- 7 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of JCN Financial & Tax Advisory Group, LLC
John Neyland
Control person · since June 2015
JCN Financial & Tax Advisory Group’s regulatory assets grew from $98.6M (April 2022) to $130M (June 2026); clients fell from 310 to 263 and employees rose from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $130M | 263 | 7 | 2 |
| May 2023May 2023 | $83.2M | 300 | 11 | 2 |
| Apr 2022April 2022 | $98.6M | 310 | 6 | 2 |
Besides its headquarters, JCN Financial & Tax Advisory Group has 1 office, with 2 listed addresses in 1 state.
Louisiana · 2 listed addresses
- 18212 E. Petroleum Drive, Building 3, Suite A, Baton RougeHQ
- One Galleria BLVD., Metairie
Contact and registration details
- Legal name
- JCN Financial & Tax Advisory Group, LLC
- Headquarters
- 18212 E. Petroleum Drive, Building 3, Suite A, Baton Rouge, LA 70809
- Website
- Not reported
- Phone
- 225-755-0488
- SEC file
- 801-134840
- Structure
- Louisiana LLC
- Fiscal year end
- December
JCN Financial & Tax Advisory Group’s named custodians for separately managed accounts are LPL Financial ($76.4M, 59%) and Charles Schwab ($53.8M, 41%). JCN Financial & Tax Advisory Group does not have custody of client assets.
- LPL FinancialLPL Financial LLC · San Diego, CA · $76.4M59%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $53.8M41%
At year end, JCN Financial & Tax Advisory Group’s separately managed accounts were largely in stocks (47%) and funds (19%).
What the accounts hold
- Stocks47%
- Funds19%
- Cash1%
- Other33%
- Structured notes33%
How many clients does JCN Financial & Tax Advisory Group have?
JCN Financial & Tax Advisory Group has 263 clients and manages $130 million for them, as of June 2026. They include 224 individual clients and 39 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 June 2026
What services does JCN Financial & Tax Advisory Group offer?
JCN Financial & Tax Advisory Group provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does JCN Financial & Tax Advisory Group charge?
JCN Financial & Tax Advisory Group charges 1.90%–2.20% a year for its JCN Financial & Tax Advisory Group Wrap Program. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: WRAP BROCHURE, filed 9 June 2026
Which custodians does JCN Financial & Tax Advisory Group use?
JCN Financial & Tax Advisory Group’s separately managed account assets are held at LPL Financial LLC (San Diego, CA), with $76.4M and Charles Schwab & Co., Inc. (Westlake, TX), with $53.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 June 2026
How many financial advisors does JCN Financial & Tax Advisory Group have?
JCN Financial & Tax Advisory Group has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does JCN Financial & Tax Advisory Group invest in?
At the end of its last fiscal year, JCN Financial & Tax Advisory Group’s separately managed accounts held 47% exchange-traded equities, 33% other, 19% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents. The 33% other category is described as: Structured Notes.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns JCN Financial & Tax Advisory Group?
JCN Financial & Tax Advisory Group’s direct owner is John Neyland (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 June 2026
How does JCN Financial & Tax Advisory Group get paid?
JCN Financial & Tax Advisory Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact JCN Financial & Tax Advisory Group?
JCN Financial & Tax Advisory Group’s main office is at 18212 E. Petroleum Drive, Building 3, Suite A, Baton Rouge, LA 70809. Its phone number is 225-755-0488.
