JCN FINANCIAL & TAX ADVISORY GROUP, LLC
  • JCN FINANCIAL & TAX ADVISORY GROUP, LLC
  • JCN ADVISORY, LLC
  • PARAMOUNT ADVISORY SERVICES, LLC
  • JCN FINANCIAL & TAX PLANNING GROUP, LLC

Adviser Profile

As of Date 06/09/2026
Registration SEC, Approved, 02/23/2026
Other registrations (9)
Former registrations

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

ADV Location BATON ROUGE, LA, United States
Contact Info (22 xxxxxxx
Websites
AUM* 130,490,896
of that, discretionary 130,490,896
Number of Employees 7
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 185,884
% High Net Worth 14.83%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

130M 112M 93M 75M 56M 37M 19M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees