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Nora Marie Waldren

JN PRIVATE WEALTH MANAGEMENT LLC·COLUMBIA, Maryland
Unclaimed Profile
10490 LITTLE PATUXENT PARKWAY, COLUMBIA, MD 21044CRD# 7798498Firm CRD# 327975
01

About

Nora Marie 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# 7798498
Firm CRD# 327975
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nora Marie Waldren offer?
Nora Marie Waldren specializes in Financial Planning, Investment Management. Contact their office in COLUMBIA, Maryland for a consultation.
What are Nora Marie Waldren's credentials?
Nora Marie Waldren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nora Marie Waldren located?
Nora Marie 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 Nora Marie Waldren charge for services?
Nora Marie 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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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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