JCN Financial & Tax Advisory Group, LLC

JCN Financial & Tax Advisory Group provides discretionary investment management and financial planning to individuals, business entities, trusts, estates and charitable organizations, serving both high‑net‑worth and non‑HNW clients. Services include participation in a wrap‑fee investment advisory program, stand‑alone financial planning and non‑investment consulting, and the firm may recommend insurance products through affiliated licensed agents in their individual capacities.

The firm allocates client assets among mutual funds (including closed‑end funds), ETFs, individual equities, debt instruments and structured notes, and employs fundamental and technical analysis across long‑term, short‑term and trading strategies in line with client objectives. It also discloses the potential use of cryptocurrency exposure (typically via exchange‑traded securities or separate managers) and structured notes with derivative‑style payoffs, and notes the use of AI tools under a formal AI policy to support investment analysis while retaining human review and decision‑making.

Noteworthy features in the brochure include sponsorship of a formal wrap‑fee program (with separate Wrap Fee Program Brochure) and custody relationships with LPL Financial and/or Charles Schwab, along with disclosure that the firm receives marketing and other support services from custodians. The brochure also identifies conflicts and mitigants tied to these arrangements (including a disclosed forgivable loan from a custodian), the firm’s use of an account aggregation platform for comprehensive reporting, and explicit disclosures about structured products and crypto exposure.