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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| JN Private Wealth Management LLC
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|---|---|
| CRD # | 327975 |
| SEC # | 801-128771 |
| CIK # | |
| AUM | $129.3 M (2025-03-17) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 443-319-1200 |
| Address | 10490 Little Patuxent Parkway Columbia, MD 21044 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 10.5 |
| (b) Individuals (high net worth individuals) | 46 | 117.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 247 | 129.3 |
| By Discretionary | ||
| Discretionary | 152 | 83.4 |
| Non-Discretionary | 95 | 45.9 |
| Total | 247 | 129.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.3 | |
| Total | 247 | 129.3 |
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|---|---|---|
|
Provident Living Financial Services Inc
✚
|
UT | 0.1 |
|
Ballast Point Financial Planning LLC
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CA | 0.1 |
|
Mercantile Advisors I LLC
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TX | 0.1 |
|
Twin City Private Wealth LLC
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NC | 0.1 |
|
RABE Investment Consulting Group
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OH | 0.1 |
|
Verus Capital Ventures Inc
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TX | 0.1 |
|
Curtis Financial Planning LLC
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|
0.1 | |
|
Ethos Capital Management Inc
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|
PA | 0.1 |
|
Hoya Capital Real Estate LLC
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|
CT | 0.1 |
|
Black Barn Financial LLC
✚
|
TX | 0.1 |