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Jn Private Wealth Management LLC

CRD 327975SEC# 801-128771Columbia, MD
Export (members)
No longer SEC-registered. Jn Private Wealth Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$129.3M
Employees
3
Accounts
247
Location
Columbia, MD

Jn Private Wealth Management LLC assets under management

Jn Private Wealth Management LLC is a registered investment adviser overseen by the SEC based in Columbia, MD. It reports $129.3 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Jn Private Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Jamie Matthew Waldren ControlCeo - MemberOver 75%2023
Nora Marie Waldren ControlChief Compliance Officer And Chief Financial OfficerUnder 5%2023

Frequently asked questions

How much does Jn Private Wealth Management LLC manage?

Jn Private Wealth Management LLC reports $129.3 million in regulatory assets under management on its Form ADV.

How many employees does Jn Private Wealth Management LLC have?

Jn Private Wealth Management LLC reports 3 employees.

Where is Jn Private Wealth Management LLC located?

Jn Private Wealth Management LLC is based in Columbia, MD.

Does Jn Private Wealth Management LLC disclose fund performance?

Jn Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10490 Little Patuxent Parkway, Suite 600, Columbia, MD 21044
Office hours5-Sep
Discloses disciplinary historyNo

Assets under management

Discretionary$83.4M
Non-discretionary$45.9M
Total (RAUM)$129.3M