JN Private Wealth Management Launches Virtual Family Office Serving High-Net-Worth Individuals, Families The 30-year industry veteran launches a new fee-only fiduciary offering serving multi-families needing concierge financial planning and comprehensive wealth management.
COLUMBIA, Md., March 6, 2024 /PRNewswire-PRWeb/ — JN Private Wealth announced the launch of its fee-only, registered investment adviser (RIA) firm in Columbia, Maryland. The new RIA will be led by Jamie Waldren, founding member and CEO, alongside Nora Waldren, Chief Compliance Officer, CCO, and Chief Financial Officer.
We are launching a comprehensive virtual family office that we believe will help clients navigating complicated financial situations to achieve clarity and success. Wealth management alone is not sufficient for every client – some investors need more, and we are here to help.
JN Private Wealth operates as a virtual family office, helping entrepreneurs through intricate business sales processes and helping corporate executives and pre-retirees make critical financial decisions. Through comprehensive wealth management, investment consulting, advanced planning, and client relationship nurturing, JN Private Wealth connects clients with a full suite of solutions to meet their needs, no matter how complex.
“For over three decades, we have helped individuals and families manage complex financial needs to achieve their life goals,” said Jamie Waldren. “With the transition to the RIA model, we are launching a comprehensive virtual family office that we believe will help clients navigating complicated financial situations to achieve clarity and success. Wealth management alone is not sufficient for every client – some investors need more, and we are here to help.”
JN Private Wealth is working with TradePMR for technology and custodial services. The team was attracted to TradePMR because of its flexible technology and RIA growth support. “With our new RIA, we’re looking forward to accessing diverse technologies that can help streamline our processes and facilitate our growth. As we evaluated TradePMR, we believed that their Fusion platform and deep knowledge of the RIA industry would prove valuable in helping us achieve our goals,” said Waldren.
“We’re excited to welcome JN Private Wealth,” said Al Caiazzo, President of First Clearing. “Jamie and his team have built an impressive practice, and we believe the RIA model will be a great fit for their team and expanding client base moving forward.”
For more information visit https://jnprivatewealth.com
About JN Private Wealth
Based in Columbia, Maryland, JN Private Wealth is a fee-only Registered Investment Adviser (RIA) that offers comprehensive wealth management and virtual family office services to clients nationwide. Founded by Jamie Waldren, the firm provides holistic advice to its clients backed by decades of industry experience. For more information, visit: www.jnprivatewealth.com.
A copy of our Form CRS and Form ADV Brochures, which further describe our services and fees, is available upon request.
About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisers (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisers’ operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
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Securities are offered through Trade-PMR, Inc., member FINRA/SIPC.
About First Clearing
First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. First Clearing provides correspondent services to broker-dealers and registered investment advisers and does not provide services to the general public. Learn more at: www.firstclearing.com
TradePMR and First Clearing are not affiliated.
Media Contact
Jamie Waldren, JN Private Wealth Management, 1 443.319.1200, jamie.waldren@jnprivatewealth.com, https://jnprivatewealth.com/
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SOURCE JN Private Wealth Management
