Olivia Neyland
JCN Financial & Tax Advisory Group · Baton Rouge, Louisiana
Olivia Neyland is a fee-only financial advisor at JCN Financial & Tax Advisory Group in Baton Rouge, Louisiana. JCN Financial & Tax Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | JCN Financial & Tax Advisory Group |
|---|---|
| Based in | Baton Rouge, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $130.5M across 702 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 7688664 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | johnsdream.com |
How Olivia's firm compares
- JCN Financial & Tax Advisory Group's average account is about $186,000, from its Form ADV (assets managed divided by 702 accounts).
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Questions about Olivia
Is Olivia Neyland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Olivia holds no broker registration, and JCN Financial & Tax Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Olivia charge for financial advice?
Olivia's firm, JCN Financial & Tax Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Olivia Neyland based?
Olivia Neyland is based in Baton Rouge, Louisiana.
Is Olivia Neyland registered with the SEC?
Yes. Olivia Neyland is registered as an investment adviser representative in LA and TX (CRD 7688664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JCN Financial & Tax Advisory Group manage?
JCN Financial & Tax Advisory Group reports $130.5M across 702 accounts in assets under management.
How do I contact Olivia Neyland?
Through Olivia's website, johnsdream.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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