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JN PRIVATE WEALTH MANAGEMENT LLC

COLUMBIA, MD · CRD 327975 · IAPD ↗ · jnprivatewealth.com · 443-319-1200

$129.3MRegulatory AUM
1Advisory reps
3Employees
0Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — JN PRIVATE WEALTH MANAGEMENT LLC (COLUMBIA, MD) left the SEC roster (was $129.3M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
April 2025 — JN PRIVATE WEALTH MANAGEMENT LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — JN PRIVATE WEALTH MANAGEMENT LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — JN PRIVATE WEALTH MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.