JN PRIVATE WEALTH MANAGEMENT LLC

JN PRIVATE WEALTH MANAGEMENT LLC of COLUMBIA, MD is an SEC-registered investment adviser (CRD 327975). Regulatory assets under management: $129.3M.

Registration

• CRD: 327975
• SEC file number: 801-128771
• Type: Registered investment adviser
• Location: 10490 LITTLE PATUXENT PARKWAY, SUITE 600, COLUMBIA, MD, 21044
• Phone: 443-319-1200
• Latest filing: 2025-03-17
• Regulatory AUM: $129.3M
• Discretionary AUM: $83.4M
• Non-discretionary AUM: $45.9M
• Clients: 3
• Accounts: 247

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327975 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search