Jcn Financial & Tax Advisory Group, LLC: new SEC registration, $130M AUM, Baton Rouge, LA

Jcn Financial & Tax Advisory Group, LLC (Baton Rouge, Louisiana): new SEC registration, $130M AUM, Baton Rouge, LA. Its amount of 130 is below the median of 134 (47th percentile). Dated 254 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).

Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)

amount: 130 · 47th percentile of 1,149 NewRiaPulse records · 1.0x the median

Free preview: all 11 published fields of this record are shown below. Locked: 6 related LA NewRiaPulse records and the 6-column CSV export.

FieldValue
FirmJcn Financial & Tax Advisory Group, LLC
Legal nameJcn Financial & Tax Advisory Group, LLC
CRD174358
StatusApproved
Registered with the SEC2026-02-23
Latest Form ADV filing2026-06-09
LocationBaton Rouge, LA, United States
Regulatory AUM$130,490,896
Accounts702
Employees7
Websitehttps://strengthsciencestudios.net/
amount percentile47th of 1,149 (median 134, 1.0x median)
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  • Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
  • Record date: 2026-02-23
  • Data refreshed: 2026-10-28
  • Refunds on request within 14 days

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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT

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Peer benchmark and outreach value: Jcn Financial & Tax Advisory Group, LLC and 7 Louisiana peers

  • Louisiana NewRiaPulse records like this one: 7
  • Jcn Financial & Tax Advisory Group, LLC's amount: 47th percentile of 1,149 records
  • Timing: Low: older than 30 days
  • Estimated pipeline if you contact every Louisiana peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)

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45 / 100 Score

  • $130M under management.
  • Website on file.

What is the NewRiaPulse record for Jcn Financial & Tax Advisory Group, LLC in Baton Rouge, Louisiana?

Jcn Financial & Tax Advisory Group, LLC received SEC registration as an investment adviser (2026-02-23) with $130,490,896 in regulatory assets under management, based in Baton Rouge, LA.

How does Jcn Financial & Tax Advisory Group, LLC compare to other Louisiana NewRiaPulse records?

Its amount of 130 is below the median (47th percentile); smaller records often move faster and face less competition. It is 254 days old; check the official source for later updates before acting.

Jcn Financial & Tax Advisory Group, LLC vs. top 3 peers

OrganizationLocationAmountPercentileRecord date
Jcn Financial & Tax Advisory Group, LLCBaton Rouge, LA13047th2026-02-23
Johnston Investment Counsel, LTD.Peoria, IL12544th2026-09-28
Diversified Wealth Advisors, LLCKansas City, MO13852nd2026-09-24
Crosspoint Capital ManagementOrinda, CA11734th2026-09-22

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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days

From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.

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