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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Waldren, Nora, Marie | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Waldren, Nora, Marie | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Waldren, Nora, Marie | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| Waldren, Nora, Marie | I | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| WALDREN, JAMIE, MATTHEW | I | CEO - MEMBER | E | Control |
| WALDREN, JAMIE, MATTHEW | I | CEO - MEMBER | E | Control |
| WALDREN, JAMIE, MATTHEW | I | CEO - MEMBER | E | Control |
| WALDREN, JAMIE, MATTHEW | I | CEO - MEMBER | E | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (5)
CO MD NH TX VA
Address
10490 LITTLE PATUXENT PARKWAYSUITE 600
COLUMBIA, MD 21044
United States
Phone: 443-319-1200