# JCN Financial & Tax Advisory Group, LLC

> 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.

- CRD: 174358
- Filed as: JCN FINANCIAL & TAX ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Baton Rouge, LA
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174358
- AdvisorCensus page: https://advisorcensus.com/firm/jcn-financial-and-tax-advisory-group-llc-baton-rouge-la-174358

## Quick answers

**How is JCN Financial & Tax Advisory Group, LLC compensated?**
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).

**How much does JCN Financial & Tax Advisory Group, LLC charge?**
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.

**Where is JCN Financial & Tax Advisory Group, LLC located?**
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).

**Is JCN Financial & Tax Advisory Group, LLC registered with the SEC or a state?**
JCN Financial & Tax Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 174358.

**How much does JCN Financial & Tax Advisory Group, LLC manage?**
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).

**How have JCN Financial & Tax Advisory Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does JCN Financial & Tax Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (224); high net worth individuals (39).

**Which custodians does JCN Financial & Tax Advisory Group, LLC use?**
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.

**Does JCN Financial & Tax Advisory Group, LLC report any disciplinary disclosures?**
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

**What changed in JCN Financial & Tax Advisory Group, LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 9, 2026)

- Flat fee: $500 to $5,000 (financial planning and/or consulting services)

> 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).

- Hourly rate: $350 an hour (financial planning and consulting)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- LPL Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $130,490,896
- Discretionary: $130,490,896
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 224 | $65,453,178 |
| High net worth individuals | 39 | $65,037,718 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Metairie, LA

### Websites listed on Form ADV (Item 1.I)
- jcnfinancial.com
- jcnspeaks.com
- johnsdream.com
- strengthsciencestudios.net
- Facebook @JCNFINANCIAL
- Facebook @StrengthScienceStudios
- Facebook @JohnsDreamFoundation
- Instagram @jcn_financial
- LinkedIn @jcn-financial-&-tax-planning-group-llc
- LinkedIn @john-neyland-3b686665
- X @johnneyland
- YouTube @johnneyland5108

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,009,910 | 6 | July 20, 2021 |
| October 2022 | $98,625,654 | 6 | April 7, 2022 |
| October 2023 | $83,247,087 | 11 | September 27, 2023 |
| October 2026 | $130,490,896 | 7 | June 9, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Added an office in Metairie, LA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JCN Financial & Tax Advisory Group, LLC (CRD 174358): Form ADV filing data as of October 2026.