JCN FINANCIAL & TAX ADVISORY GROUP, LLC
CRD #174358 SEC #801-134840 BATON ROUGE, LA 877-755-0488
SEC Registered
Total AUM
$121.6M
Discretionary
$121.6M
Employees
10
Clients
0
Accounts
1,176
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $121.6M | $121.6M | $0 | 10 | 0 |
| Jan 2024 | $83.2M | $83.2M | $0 | 11 | 1 |
| Sep 2023 | $83.2M | $83.2M | $0 | 11 | 1 |
| Sep 2023 | $83.2M | $83.2M | $0 | 11 | 1 |
| May 2023 | $83.2M | $83.2M | $0 | 11 | 1 |
| Mar 2023 | $83.2M | $83.2M | $0 | 11 | 1 |
| Mar 2023 | $83.2M | $83.2M | $0 | 11 | 1 |
| Apr 2022 | $98.6M | $98.6M | $0 | 6 | 2 |
| Mar 2022 | $98.6M | $98.6M | $0 | 6 | 2 |
| Jul 2021 | $112M | $112M | $0 | 6 | 2 |
DateOct 2025
Total AUM$121.6M
Discretionary$121.6M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees11
Clients1
DateSep 2023
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees11
Clients1
DateSep 2023
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees11
Clients1
DateMay 2023
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees11
Clients1
DateMar 2023
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees11
Clients1
DateMar 2023
Total AUM$83.2M
Discretionary$83.2M
Non-Disc.$0
Employees11
Clients1
DateApr 2022
Total AUM$98.6M
Discretionary$98.6M
Non-Disc.$0
Employees6
Clients2
DateMar 2022
Total AUM$98.6M
Discretionary$98.6M
Non-Disc.$0
Employees6
Clients2
DateJul 2021
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees6
Clients2