{
  "crd_number": 174358,
  "slug": "jcn-financial-and-tax-advisory-group-llc-baton-rouge-la-174358",
  "primary_business_name": "JCN FINANCIAL & TAX ADVISORY GROUP, LLC",
  "legal_name": "JCN FINANCIAL & TAX ADVISORY GROUP, LLC",
  "dbas": [],
  "city": "Baton Rouge",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "12940",
  "metro": {
    "cbsa_code": "12940",
    "common_name": "Baton Rouge",
    "msa_name": "Baton Rouge, LA",
    "path": "/advisors/la/baton-rouge"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-09",
  "carried_forward": false,
  "raum_total": 130490896.0,
  "raum_discretionary": 130490896.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 65453178.0,
      "count": 224
    },
    "high_net_worth_individuals": {
      "raum": 65037718.0,
      "count": 39
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/JCNFINANCIAL",
    "https://facebook.com/StrengthScienceStudios",
    "https://facebook.com/pg/JohnsDreamFoundation/videos",
    "https://instagram.com/jcn_financial",
    "https://jcnfinancial.com",
    "https://jcnspeaks.com",
    "https://johnsdream.com",
    "https://linkedin.com/company/jcn-financial-&-tax-planning-group-llc",
    "https://linkedin.com/in/john-neyland-3b686665",
    "https://strengthsciencestudios.net",
    "https://x.com/johnneyland?lang=en",
    "https://youtube.com/@johnneyland5108"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174358",
  "city_as_filed": "BATON ROUGE",
  "url": "https://advisorcensus.com/firm/jcn-financial-and-tax-advisory-group-llc-baton-rouge-la-174358",
  "display_name": "JCN Financial & Tax Advisory Group, LLC",
  "summary": "JCN Financial & Tax Advisory Group, LLC is an SEC-registered investment advisory firm in Baton Rouge, LA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 9, 2026.",
  "citation": "AdvisorCensus. JCN Financial & Tax Advisory Group, LLC (CRD 174358): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is JCN Financial & Tax Advisory Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), JCN Financial & Tax Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does JCN Financial & Tax Advisory Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 9, 2026 states: Flat fee: $500 to $5,000 (financial planning and/or consulting services); Hourly rate: $350 an hour (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is JCN Financial & Tax Advisory Group, LLC located?",
      "a": "JCN Financial & Tax Advisory Group, LLC's principal office is in Baton Rouge, LA, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is JCN Financial & Tax Advisory Group, LLC registered with the SEC or a state?",
      "a": "JCN Financial & Tax Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 174358."
    },
    {
      "q": "How much does JCN Financial & Tax Advisory Group, LLC manage?",
      "a": "JCN Financial & Tax Advisory Group, LLC reports $130,490,896 in regulatory assets under management in its Form ADV filing dated June 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have JCN Financial & Tax Advisory Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for JCN Financial & Tax Advisory Group, LLC: Regulatory assets under management: $112,009,910 in the October 2021 data and $130,490,896 in the October 2026 data, up 16%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does JCN Financial & Tax Advisory Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (224); high net worth individuals (39)."
    },
    {
      "q": "Which custodians does JCN Financial & Tax Advisory Group, LLC use?",
      "a": "JCN Financial & Tax Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does JCN Financial & Tax Advisory Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174358"
    },
    {
      "q": "What changed in JCN Financial & Tax Advisory Group, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 112009910.0,
      "total_employees": 6,
      "filing_date": "2021-07-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 98625654.0,
      "total_employees": 6,
      "filing_date": "2022-04-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 83247087.0,
      "total_employees": 11,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 130490896.0,
      "total_employees": 7,
      "filing_date": "2026-06-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added an office in Metairie, LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $500 to $5,000 (financial planning and/or consulting services)",
      "Hourly rate: $350 an hour (financial planning and consulting)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $5,000 (financial planning and/or consulting services)"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s)."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (financial planning and consulting)"
        ],
        "quotes": [
          "There may be times, depending on the complexity and services offered, that an hourly rate may be charged to clients participating in financial planning and consulting. Generally, a rate of $350 an hour will be charged."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial planning and/or consulting services"
        },
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning and consulting"
        }
      ]
    },
    "quotes": [
      "Registrant’s planning and consulting fees are negotiable, but generally range from $500 to $5,000 on a fixed fee basis depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).",
      "There may be times, depending on the complexity and services offered, that an hourly rate may be charged to clients participating in financial planning and consulting. Generally, a rate of $350 an hour will be charged."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jcn-financial-and-tax-advisory-group-llc-baton-rouge-la-174358.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 224,
      "fewer_than_5": false,
      "raum": 65453178.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 39,
      "fewer_than_5": false,
      "raum": 65037718.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174358",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}