John Christopher Neyland

Jcn Financial & Tax Advisory Group, LLC

20 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingEstate PlanningInsurance Planning

Jcn Financial & Tax Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

234 clients

Average Client Portfolio

$367K average

Assets Under Management

$85.8M

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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 Report How 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.