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| JCN Financial & Tax Advisory Group LLC
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|
|---|---|
| CRD # | 174358 |
| SEC # | 801-134840 |
| CIK # | 0001669902 |
| AUM | $130.5 M (2026-06-09) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 225-755-0488 |
| Address | 18212 E Petroleum Drive Baton Rouge, LA 70809 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 65.5 |
| (b) Individuals (high net worth individuals) | 39 | 65.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 702 | 130.5 |
| By Discretionary | ||
| Discretionary | 702 | 130.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 702 | 130.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 130.5 | |
| Total | 702 | 130.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mench Financial Inc
✚
|
OH | 0.1 |
|
Agemy Wealth Advisors LLC
✚
|
CO | 0.1 |
|
Equilibria Wealth Management LLC
✚
|
TX | 0.1 |
|
Sartorial Wealth Inc
✚
|
0.1 | |
|
Altamira Financial Group LLC
✚
|
NM | 0.1 |
|
The Sherry Group Inc
✚
|
AR | 0.1 |
|
Peakvalley Wealth LLC
✚
|
VA | 0.1 |
|
Alliance of Wealth Advisors LLC
✚
|
SD | 0.1 |
|
Arbus Capital Management LLC
✚
|
0.1 | |
|
Solist Wealth LLC
✚
|
FL | 0.1 |