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Jamie Matthew Waldren

JN PRIVATE WEALTH MANAGEMENT LLC·COLUMBIA, Maryland
Unclaimed Profile
10490 LITTLE PATUXENT PARKWAY, COLUMBIA, MD 21044CRD# 2217422Firm CRD# 327975
01

About

Jamie Matthew Waldren is a registered financial advisor based in COLUMBIA, Maryland, affiliated with JN PRIVATE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
JN PRIVATE WEALTH MANAGEMENT LLC
JN PRIVATE WEALTH MANAGEMENT LLC
AUM
$114M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at JN PRIVATE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2217422
Firm CRD# 327975
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jamie Matthew Waldren offer?
Jamie Matthew Waldren specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.
What are Jamie Matthew Waldren's credentials?
Jamie Matthew Waldren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Matthew Waldren located?
Jamie Matthew Waldren is based in COLUMBIA, Maryland, working with JN PRIVATE WEALTH MANAGEMENT LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Jamie Matthew Waldren charge for services?
Jamie Matthew Waldren's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JN PRIVATE WEALTH MANAGEMENT LLC?
JN PRIVATE WEALTH MANAGEMENT LLC has approximately 3 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBIA
Matthew Keith Buckley — JPB PARTNERS, LLCWayne Patrick Ferbert — ALPHA DNA INVESTMENT MANAGEMENT LLCNora Marie Waldren — JN PRIVATE WEALTH MANAGEMENT LLCCurtis Richard Gross — FINANCIAL ADVANTAGE INCThomas William Cullen — JPB PARTNERS, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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