Jn Private Wealth Management LLC

JN Private Wealth Management, LLC is a registered investment adviser founded in 2023, offering personalized investment management, financial advisory services, and financial planning to individuals and institutions. The firm operates under a fiduciary standard of care, ensuring clients' best interests are prioritized. Services include investment and wealth management, selection of independent managers, family office services, financial planning, and educational seminars. Clients can have discretionary or non-discretionary portfolio management based on their risk profile and investment objectives. The firm manages approximately $129.3 million in assets as of December 31, 2024, with a tiered fee schedule ranging from 1.50% to 0.85% based on household assets under management. JN Private Wealth Management does not charge performance-based fees or participate in side-by-side management. Clients typically require a minimum initial investment of $250,000, but exceptions may be made based on individual circumstances. The firm does not have any disciplinary history and does not pay referral fees. Clients' assets are held by a qualified custodian, and the firm exercises investment discretion with clients' securities accounts. JN Private Wealth Management does not participate in soft-dollar relationships and provides clients with proxy voting authority. The firm does not require prepayment of fees exceeding $1,200 or have any financial commitments that could impact client obligations.