Olivia G. Neyland

JCN FINANCIAL & TAX ADVISORY GROUP

Baton Rouge, LA 70809

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CRD#: 7688664

Professional summary

Olivia Grace Neyland is a registered financial advisor currently at JCN FINANCIAL & TAX ADVISORY GROUP, LLC located in Baton Rouge, Louisiana.

Olivia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Olivia has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olivia Grace Neyland's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 16, 2025 - Present

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

Office #1: 18212 E. Petroleum Drive Building 3, Suite A, Baton Rouge, LA 70809

RIA

CRD#: 174358

Baton Rouge, LA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(9/17/2025)

IAR

Texas
(8/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/15/2025

Uniform Investment Adviser Law Examination

Current Firm

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

JCN ADVISORY, LLC | PARAMOUNT ADVISORY SERVICES, LLC | JCN FINANCIAL & TAX PLANNING GROUP, LLC | JCN FINANCIAL & TAX ADVISORY GROUP, LLC

CRD#: 174358 / SEC#: 801-134840

Louisiana

Registered Investment Advisory firm - (8/18/2023 Approved)

Texas

Registered Investment Advisory firm - (1/15/2024 Approved)

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Contact information

Main Address

18212 E. Petroleum Drive Building 3, Suite A, Baton Rouge, LA 70809

Mailing Address

Phone number

(877) 755-0488

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/28/2025)

WRAP BROCHURE (10/28/2025)

Regulatory assets under management

Total Number of Accounts	1,176
AUM (Assets Under Management)	$ 121,568,003

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Olivia G. Neyland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Olivia Grace Neyland's CRS (Customer Relationship Summary).

Certified licenses

Experience

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/15/2025

Current Firm

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JCN FINANCIAL & TAX ADVISORY GROUP, LLC

TRUST BUT VERIFY

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