Jn Private Wealth Management LLC

Jn Private Wealth Management LLC (CRD# 327975) is a financial advisory firm headquartered in Columbia, MD. They manage $114,219,846 in 245 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10490 Little Patuxent Parkway, Suite 600, Columbia, MD 21044
https://jnprivatewealth.com/
By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $466,203
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, NH, TX, VA

Financial Advisors at Jn Private Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jamie Waldren, financial advisor Columbia MD
Jamie M. Waldren
CRD#: 2217422
10490 Little Patuxent Parkway, Suite 600, Columbia, MD 21044

Jamie Waldren (CRD# 2217422) is an Investment Advisor Representative working at Jn Private Wealth Management LLC in Columbia, MD and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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