CRD: 174358
JCN Financial & TAX Advisory Group, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Atlas capital
- Established Date
- 03-10-2015
- Office Locations
- 1
Office Locations
About JCN Financial & TAX Advisory Group, LLC
JCN Financial & Tax Advisory Group delivers goal-driven financial services spanning tax planning, retirement planning, investment planning, equity valuation, and broader financial planning. The firm works with clients including retirees and business owners and uses ETFs and mutual funds in portfolio implementation. For distribution teams, it runs on Black Diamond and lists custody relationships with Schwab and LPL Financial.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN CHRISTOPHER NEYLAND
Managing Member, President
- CRD
- #4852471
- Ownership
- 75% or more
Lyen Azucena Martinez
Chief Compliance Officer, President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Olivia Grace Neyland
--
- CRD
- #7688664
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,490,896 | $185,884 |
| Non-Discretionary | $0 | -- |
| Total | $130,490,896 | $185,884 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $130,490,896
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,312,725,511 | 26.8% |
| Other | $2,183,281,919 | 25.3% |
| Public Funds | $2,002,060,890 | 23.2% |
| Cash | $2,131,504,481 | 24.7% |
| Total | $8,629,572,801 | 100.0% |