Jcn Financial & Tax Advisory Group, LLC
● SEC registered since 2026CRD 174358SEC# 801-134840Baton Rouge, LA
Reg. AUM
$130.5M
Employees
7
Accounts
702
Location
Baton Rouge, LA
Jcn Financial & Tax Advisory Group, LLC assets under management
Jcn Financial & Tax Advisory Group, LLC operates as an SEC-registered investment adviser based in Baton Rouge, LA. The firm has been registered since 2026. It reports $130.5 million in regulatory assets under management and employs 7 people.
Jcn Financial & Tax Advisory Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Christopher Neyland Control | Managing Member | Over 75% | 2015 |
| Lyen Azucena Martinez Control | Chief Compliance Officer/President | Under 5% | 2026 |
Frequently asked questions
How much does Jcn Financial & Tax Advisory Group, LLC manage?
Jcn Financial & Tax Advisory Group, LLC reports $130.5 million in regulatory assets under management on its Form ADV.
How many employees does Jcn Financial & Tax Advisory Group, LLC have?
Jcn Financial & Tax Advisory Group, LLC reports 7 employees.
Where is Jcn Financial & Tax Advisory Group, LLC located?
Jcn Financial & Tax Advisory Group, LLC is based in Baton Rouge, LA and has been SEC-registered since 2026.
Does Jcn Financial & Tax Advisory Group, LLC disclose fund performance?
Jcn Financial & Tax Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18212 E. Petroleum Drive, Building 3, Suite a, Baton Rouge, LA 70809 |
| Phone | (225) 755-0488 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1669902 |
| Discloses disciplinary history | No |
Regulatory AUM
$130.5M▲ 7%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$130.5Mregulatory AUM
Discretionary $130.5M