Best Investors Account Sign in
Inactive

Olivia Grace Neyland

Jcn Financial & Tax Advisory Group, LLC

Baton Rouge, LA

CRD 7688664

Claim This Profile
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
LA RA APPROVED 2025-09-17
TX RA APPROVED 2025-08-16
  • LA RA
    APPROVED
    Since 2025-09-17
  • TX RA
    APPROVED
    Since 2025-08-16

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Louisiana State University Baton Rouge LA 08/2014 07/2019
Jcn Financial And Tax Advisory Group, Llc Baton Rouge LA 09/2019 Present
  • 08/2014 → 07/2019
    Louisiana State University
    Baton Rouge, LA
  • 09/2019 → Present
    Jcn Financial And Tax Advisory Group, Llc
    Baton Rouge, LA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-15
  • S65 Uniform Investment Adviser Law Examination
    2025-08-15

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

RYAN MATTHEW MALONE
Andrew K Scholl
DANIELLE T CREPPEL

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BATON ROUGE, LA
RAYMOND JAMES & ASSOCIATES, INC. · BATON ROUGE, LA
CETERA INVESTMENT ADVISERS LLC · BATON ROUGE, LA

More in Baton Rouge, LA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor