John Neyland
John Neyland is a registered investment advisor at Jcn Financial & Tax Advisory Group, LLC, based in Baton Rouge, LA, with 20 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, Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 258 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.20% |
| $1.0M - $1.5M | 2.10% |
| $1.5M - $2.0M | 2.00% |
| $2M+ | 1.90% |
Fees are negotiable and may vary based on factors such as the amount of assets, portfolio composition, and servicing needs.
Fee Estimator
Location
18212 E. Petroleum Drive, Building 3, Suite A, Baton Rouge, LA, 70809
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other 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
Previous Registrations
Advisory Services Network
First Allied Advisory Services, INC.
First Allied Securities, INC.
Next Financial Group, INC.
Ing Financial Partners, INC
Asset & Financial Planning, LTD
Ing Financial Partners, INC
State Registrations2 states
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.