Advisor at JCN Financial & Tax Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JCN Financial & Tax Advisory Group, LLC
Location
Baton Rouge, LA 70809
Credentials
Series 65
Industry experience
< 1 year
Olivia Neyland is a financial advisor at JCN Financial & Tax Advisory Group, LLC in Baton Rouge, LA. She holds a Series 65 designation and has been with the firm since 2019. Prior to her advisory role, she worked at Louisiana State University from 2014 to 2019. JCN Financial & Tax Advisory Group serves individuals, business entities, trusts, estates, and charitable organizations by offering discretionary investment management, wrap-fee investment services, and standalone financial planning and consulting. The firm uses fundamental and technical analysis across various investment strategies and manages approximately $121.6 million in discretionary assets.
Based on JCN Financial & Tax Advisory Group, LLC
Financial planning and consulting fees generally range from $500 to $5,000, negotiable depending on scope and professional.
$0 - $1,000,000: 2.20% $1,000,001 - $1,500,000: 2.10% $1,500,001 - $2,000,000: 2.00% $2,000,001+: 1.90%
Generally $350 per hour for financial planning and consulting services, charged only after written agreement.
Account minimum: $25,000
18212 E. Petroleum Drive, Building 3, Suite A
Baton Rouge, LA 70809
Louisiana · Texas
JCN Financial and Tax Advisory Group, LLC
2019 - Present (7 years)
Louisiana State University
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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