JN PRIVATE WEALTH MANAGEMENT LLC

10490 Little Patuxent Parkway
Suite 600
Columbia, Maryland 21044
Tel: 443-319-1200

About JN PRIVATE WEALTH MANAGEMENT LLC

JN PRIVATE WEALTH MANAGEMENT LLC, formally registered with the SEC as JN PRIVATE WEALTH MANAGEMENT LLC. The firm was established in 09/22/2023. They have over 1 offices throughout the country.

JN PRIVATE WEALTH MANAGEMENT LLC is a Columbia, Maryland based Financial Planning firm with nearly $114,219,846 assets under management, offering retirement planning & investment advisory services to 245 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327975
SEC#	801-128771
Assets Managed by Firm	$114,219,846
No. of Clients	245
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	245	$114,219,846
Individuals (other than high net worth individuals)	37	$17,243,323
High net worth individuals	40	$96,243,040
Corporations or other businesses	1	$733,483

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