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JN Private Wealth Management LLC

Headquartered in COLUMBIA, MD

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Firm Information

JN Private Wealth Management LLC is a Columbia, MD-based Registered Investment Advisor that offers a range of wealth management services to individuals and businesses. The firm manages approximately $114.2 million in client assets, primarily focused on high-net-worth individuals and corporations. JN Private Wealth specializes in financial planning, portfolio management, and educational seminars. They also offer a wrap fee program, which allows clients to pay a single fee for a comprehensive range of investment and advisory services.

JN Private Wealth Management LLC

10490 LITTLE PATUXENT PARKWAY

COLUMBIA, MD 21044

$114.22M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

JN PRIVATE WEALTH MANAGEMENT LLC has a total of 1 branch locations across the country.
location

COLUMBIA, MD

Advisors at JN Private Wealth Management LLC

View All 1 Advisors
Unclaimed
Jamie Matthew Waldren

CFP®, RA

COLUMBIA, MD

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Disclosures

There are no public disclosures for JN Private Wealth Management LLC.

Frequently Asked Questions (6)

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