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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Waldren is a financial advisor with over 30 years of experience in the industry. Jamie currently works as a registered investment advisor for JN Private Wealth Management LLC in Columbia, MD. Previously, Jamie has worked for several well-known firms including Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Jamie is a Certified Financial Planner and holds the Series 7, 8, 9, 10, 31, 63, and 65 licenses. Jamie also has experience providing financial planning, educational seminars, and selection of other advisors. Jamie's specializations include asset allocation, portfolio management, retirement planning, and estate planning. Jamie is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
11/13/2023 - Present
JN Private Wealth Management LLC (COLUMBIA MD)
MD
03/30/2012 - 12/15/2023
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA MD)
MD
06/01/2009 - 04/24/2012
MORGAN STANLEY SMITH BARNEY (COLUMBIA MD)
MD
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBIA MD)
MD
04/08/1992 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 12/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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