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Home > Retirement Planners > louisiana > baton rouge > JCN FINANCIAL & TAX ADVISORY GROUP, LLC
JCN FINANCIAL & TAX ADVISORY GROUP, LLC
18212 E. Petroleum Drive
Building 3, Suite A
Baton Rouge, Louisiana 70809
Tel: 877-755-0488
About JCN FINANCIAL & TAX ADVISORY GROUP, LLC
JCN FINANCIAL & TAX ADVISORY GROUP, LLC, formally registered with the SEC as JCN FINANCIAL & TAX ADVISORY GROUP, LLC. The firm was established in 08/19/2021. They have over 1 offices throughout the country.
JCN FINANCIAL & TAX ADVISORY GROUP, LLC is a Baton Rouge, Louisiana based Financial Planning firm with nearly $83,247,087 assets under management, offering retirement planning & investment advisory services to 617 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 174358 |
| SEC# | 801-122132 |
| Assets Managed by Firm | $83,247,087 |
| No. of Clients | 617 |
| No. of Advisors | 11 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 617 | $83,247,087 |
| Individuals (other than high net worth individuals) | 285 | $59,964,698 |
| High net worth individuals | 15 | $23,282,389 |
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