Jn Private Wealth Management LLC
CRD 327975SEC# 801-128771Columbia, MD
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.
Jn Private Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jamie Matthew Waldren Control | Ceo - Member | Over 75% | 2023 |
| Nora Marie Waldren Control | Chief Compliance Officer And Chief Financial Officer | Under 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
| Address | 10490 Little Patuxent Parkway, Suite 600, Columbia, MD 21044 |
| Office hours | 5-Sep |
| Discloses disciplinary history | No |
Regulatory AUM
$129.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$129.3Mregulatory AUM
Discretionary $83.4MNon-discretionary $45.9M