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JCN FINANCIAL & TAX ADVISORY GROUP, LLC

CRD 174358 · SEC 801-134840

Visit website

18212 E. PETROLEUM DRIVE, BUILDING 3, SUITE A, BATON ROUGE, LA, 70809, United States

Phone

(225) 755-0488

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$130.5M

Discretionary AUM

$130.5M

Team

7 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals224$65.5M
High net worth individuals39$65.0M

States served

LA, TX

All web addresses on file

Official SEC filing: View on IAPD