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John Christopher Neyland

Jcn Financial & Tax Advisory Group, LLC

Baton Rouge, LA

CRD 4852471

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Employer firm

Jcn Financial & Tax Advisory Group, LLC CRD 174358

$130M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Jcn Financial & Tax Advisory Group, Llc

18212 E. Petroleum Drive Building 3, Suite A, Baton Rouge, LA 70809 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-15
LA RA APPROVED 2015-07-30
  • TX RA
    APPROVED
    Since 2024-01-15
  • LA RA
    APPROVED
    Since 2015-07-30

Branch Locations

18212 E. Petroleum Drive Building 3, Suite A, Baton Rouge, LA 70809 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Jcn Financial & Tax Advisory Group, Llc Baton Rouge LA 06/2015 Present
Previous Registrations
  • 2014-03-11 → 2015-07-29
    Baton Rouge, LA
    Atlanta, GA
  • 2012-07-02 → 2014-03-13
    First Allied Advisory Services, Inc.
    Baton Rouge, LA
  • 2010-11-05 → 2012-07-02
    First Allied Securities, Inc.
    San Diego, CA
    Baton Rouge, LA
  • 2006-11-20 → 2010-11-08
    Next Financial Group, Inc.
    Houston, TX
    Baton Rouge, LA
  • 2006-10-06 → 2006-11-20
    Toledo, OH
    Baton Rouge, LA
  • 2005-06-30 → 2006-10-05
    Asset & Financial Planning, Ltd
    Baton Rouge, LA
  • 2005-04-28 → 2005-06-15
    Baton Rouge, LA
Other Businesses

1. INSURANCE SALES, LICENSED INSURANCE AGENT SINCE 05/2002; 6% TIME SPENT. 2. NORMAN NEYLAND TRUST; TRUSTEE; FIDUCIARY POSITION (TRUSTEE, POA, EXECUTOR, ETC.); START DATE 06/01/2013; 4 HRS. PER MONTH. 3. JCN TAX; TAX PROCESSOR; START DATE 02/01/2015; 10 HRS PER MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-07
  • S66 Uniform Combined State Law Examination
    2005-03-07
Other Names
  • John Christopher Holm Neyland
  • John Neyland
  • John C. Neyland

View on SEC IAPD

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