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JN Private Wealth Management
Jamie Waldren established JN Private Wealth Management to serve multiple client families from its Columbia base. The firm supplies wealth management services...
Overview
Jamie Waldren established JN Private Wealth Management to serve multiple client families from its Columbia base. The firm supplies wealth management services centered on investment oversight and generational planning. JN Private Wealth Management allocates across infrastructure, private equity, and startup positions with an early-stage emphasis. Its geographic reach centers on North America. Sector activity includes Energy Transition & Renewables alongside ESG criteria. The firm maintains memberships in the Maryland Tech Council and the Exit Planning Exchange Maryland chapter. Jamie Waldren also serves on the board of the Candlelight Concert Society of Maryland and supports the Embrace the Brave nonprofit through a business partner relationship.
General information
Firm type
Multi Family Office
Year founded
2023
Location
Region
North America
Country
United States
City
Columbia
Corporate office
Columbia, United States
Principals
Jamie Waldren
Founder and CEO
Nora Waldren
COO and CFO
Holly Shetterly
Client Relationship Consultant
Sector focus
Frequently asked questions
Who runs investment decisions at JN Private Wealth Management?
Jamie Waldren serves as founder and CEO. Nora Waldren holds the roles of COO and CFO.
Is JN Private Wealth Management structured as a single family office or multi-family office?
The firm operates as a multi-family office serving multiple client families through a virtual model.
What asset classes does JN Private Wealth Management deploy into?
Confirmed allocations include infrastructure, private equity, and startup investments.
Which sectors receive focus from JN Private Wealth Management?
The firm targets Energy Transition & Renewables and applies ESG criteria to selections.
Where does JN Private Wealth Management maintain professional affiliations?
The firm belongs to the Maryland Tech Council and the Exit Planning Exchange Maryland chapter.
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