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John Neyland

Jcn Financial & Tax Advisory Group, LLC
21 Years of Experience
Baton Rouge, LA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

John Neyland is a registered investment advisor at Jcn Financial & Tax Advisory Group, LLC, based in Baton Rouge, LA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 263 clients with $130M in assets under management.

Jcn Financial & Tax Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
263 clients
Average Client Portfolio
$496K average
Assets Under Management
$130.5M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.20%
$1.0M - $1.5M2.10%
$1.5M - $2.0M2.00%
$2M+1.90%

Fees are negotiable based on asset amount, portfolio composition, and servicing needs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2013
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is a licensed insurance agent since 2002, dedicating minimal time to insurance sales. He also serves as a trustee for the Norman Neyland Trust and works as a tax processor for JCN Tax, spending a few hours per week on each of these activities.

Employment History
Current Registrations
Jcn Financial & Tax Advisory Group, LLC
June 2015 - Present · 11 yrs 4 mos
Previous Registrations
Advisory Services Network
March 2014 - July 2015 · 1 yr 4 mos
First Allied Advisory Services, INC.
July 2012 - March 2014 · 1 yr 8 mos
First Allied Securities, INC.
November 2010 - July 2012 · 1 yr 8 mos
Next Financial Group, INC.
November 2006 - November 2010 · 4 yrs
Ing Financial Partners, INC
October 2006 - November 2006 · 1 mo
Asset & Financial Planning, LTD
June 2005 - October 2006 · 1 yr 4 mos
Ing Financial Partners, INC
April 2005 - June 2005 · 2 mos
State Registrations2 states
LATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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