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Building 2JCN FINANCIAL & TAX ADVISORY GROUP, LLC

Map pinBATON ROUGE, LA
Phone877-755-0488
NotebookSEC #801-122132
Total AUM
$83.2M
Employees
11
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18212 E. PETROLEUM DRIVE
BUILDING 3, SUITE A
BATON ROUGE
LA 70809
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
877-755-0488

ReceiptFinancials

Total AUM
$83.2M
Accounts
617
Discretionary
$83.2M
Accounts
617
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
285
AUM
$60M
HNW Individual Clients
15
AUM
$23.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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