Chief Compliance Officer/president · JCN Financial & Tax Advisory Group, LLC
Lyen A. Martinez
CRD 6982485 · Named on Form ADV at one SEC-registered adviser
At a glance
JCN Financial & Tax Advisory Group, LLC, an SEC-registered wealth manager based in Baton Rouge, LA with $130 million in regulatory assets, lists Lyen A. Martinez on its Form ADV as Chief Compliance Officer/president, a control person.
Firms and roles
- JCN Financial & Tax Advisory Group, LLCChief Compliance Officer/presidentWealth manager · Baton Rouge, LA · $130M in regulatory assets
AtlasMembers
Lyen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John C. NeylandManaging Member, JCN Financial & Tax Advisory Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lyen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.