Jcn Financial & Tax Advisory Group, LLC

JCN Financial & Tax Advisory Group is a limited liability company based in Louisiana, established by John Neyland, who also serves as the Managing Member. The firm offers discretionary investment management services on a wrap fee basis, requiring clients to sign agreements outlining terms and conditions. Services include periodic monitoring, financial planning, and consulting. The wrap fee program covers trade execution, custody, reporting, and maintenance, with annual fees ranging from negotiable to 2.20%. Financial planning and consulting services are available separately, with fees ranging from $500 to $5,000. The firm primarily allocates client assets among mutual funds, individual equities, Structured Notes, and debt instruments. Investment strategies include long-term purchases, short-term purchases, and trading. Clients can impose restrictions on the firm's services, and the firm does not accept performance-based fees. The firm's Chief Compliance Officer ensures compliance with regulations and addresses client inquiries. Clients receive quarterly account statements directly from the custodian and can engage the firm on a discretionary basis, allowing the firm to make investment decisions on their behalf. The firm does not vote client proxies and does not have any disciplinary history. John Neyland, the Managing Member, is also a licensed insurance agent. Clients are encouraged to review their accounts annually and are provided with detailed financial information and disclosures.