JCN Financial & Tax Advisory Group, LLC

EST. AUM
$130,490,896

CONTACTS
2

CLIENT ACCOUNTS
702

Firm Details

Metro area Baton Rouge
CRD Number 174358
Website jcnfinancial.com
Client types

Overview

JCN Financial & Tax Advisory Group is a boutique SEC-registered investment advisory firm headquartered in Baton Rouge, Louisiana. The firm provides a holistic approach to wealth management by integrating tax reduction strategies, retirement income planning, and personalized investment management. Their mission is to "enable others to have a life they otherwise would not have," emphasizing a client-centered fiduciary standard.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

JCN Financial & Tax Advisory Group, LLC

Platform Details

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