Overview
Assets Under Management: $129 million
Headquarters: COLUMBIA, MD
High-Net-Worth Clients: 46
Average Client Assets: $2.6 million
Frequently Asked Questions
JN PRIVATE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327975), JN PRIVATE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
JN PRIVATE WEALTH MANAGEMENT LLC is headquartered in COLUMBIA, MD.
JN PRIVATE WEALTH MANAGEMENT LLC serves 46 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, JN PRIVATE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
JN PRIVATE WEALTH MANAGEMENT LLC manages $129 million in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, JN PRIVATE WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.15%
Average Client Assets: $2.6 million
Total Client Accounts: 247
Discretionary Accounts: 152
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 327975
Filing ID: 1953176
Last Filing Date: 2025-03-17 15:57:00