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JCN FINANCIAL & TAX ADVISORY GROUP, LLC

BATON ROUGE, LA · CRD 174358 · IAPD ↗ · strengthsciencestudios.net · (225) 755-0488

$130.5MRegulatory AUM
2Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — JCN FINANCIAL & TAX ADVISORY GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2026 — JCN FINANCIAL & TAX ADVISORY GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
March 2026 — JCN FINANCIAL & TAX ADVISORY GROUP, LLC (BATON ROUGE, LA) is newly SEC-registered with $121.6M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
60
February 2024 — JCN FINANCIAL & TAX ADVISORY GROUP, LLC (BATON ROUGE, LA) left the SEC roster (was $83.2M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.