JN PRIVATE WEALTH MANAGEMENT LLC
CRD #327975 SEC #801-128771 COLUMBIA, MD 443-319-1200
SEC Registered
Total AUM
$129.3M
Discretionary
$83.4M
Employees
3
Clients
26
Accounts
247
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $129.3M | $83.4M | $45.9M | 3 | 0 |
| Mar 2024 | $114.2M | $79.2M | $35M | 3 | 0 |
| Dec 2023 | $107.5M | $70.7M | $36.9M | 3 | 0 |
| Aug 2023 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$129.3M
Discretionary$83.4M
Non-Disc.$45.9M
Employees3
Clients0
DateMar 2024
Total AUM$114.2M
Discretionary$79.2M
Non-Disc.$35M
Employees3
Clients0
DateDec 2023
Total AUM$107.5M
Discretionary$70.7M
Non-Disc.$36.9M
Employees3
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0