About Us
Our Team
JN Private Wealth Management, an SEC Registered Investment Advisor (RIA), is a distinguished boutique virtual-family office and private investment firm. Specializing in delivering a comprehensive suite of wealth management services, we cater to CEOs, entrepreneurs, business owners & executives, and affluent family legacy planning.
Our commitment is to redefine the wealth experience for our clients using the VFO model, offering more than just financial management. In helping to achieve this mission, we have strategically partnered with Trade PMR as our Broker Dealer and First Clearing Corporation as our Custodian, both members of FINRA and SIPC.
Functioning as a fully engaged extension of your business and personal life, we seamlessly connect you with subject matter experts, turnkey investment solutions, and invaluable insights to help elevate your success. As you provide clarity and guidance through meticulous planning, we, in turn, grant access to a comprehensive suite of wealth management services, effectively addressing both sides of the balance sheets.
With a wealth of experience spanning over three decades, our reputation for delivering quality advice and service stands as a testament to our unwavering commitment to excellence. Join us in the pursuit of financial prosperity and an enriched wealth management experience tailored for clients like yourself.
Meet The Team
Jamie is the founder and is CEO of JN Private Wealth Management, an independent boutique virtual-family-office and wealth management firm focued on retirement and succession planning for founding CEOs, entrepreneurs, executives, individuals, & families. He has over 30 years experience as a financial advisor in the financial services industry.
He is past chair for the Mid-Atlantic United Methodist Foundation investment committee. He is on the board of the Candlelight Concert Society of Maryland and a board member of the Embrace-The-Brave, an non-profit dedicated to the education of former enlisted military personnel returning from overseas deployment. He is also graduate of Leadership Howard County, class of 2000.
Jamie’s professional affiliations include, past member of the ESOP Association and the National Center of Employer Owned Companies. He is recognized expert in “Section 1042 election” and “Qualified Small Business Stock Sale” QSBS 1202. He is published articles on ESOPs, business succession planning, tax planning strategies, and navigating retirement in a changing financial world.
His educational background includes undergraduate degree in business administration and earned the designation of CERTIFIED FINANCIAL PLANNER™ from the College of Financial Planning, further enhancing his proficiency in the financial planning realm.
Jamie resides in Highland, Maryland, with wife Nora and two children, Matthew and Alexandra. In his spare time Jamie enjoys family time, golfing, fishing, traveling, and college football.
Nora Waldren is the Chief Financial Officer/Chief Compliance Officer for JN Private Wealth Management. She has over 25 years experience in financial management and auditing.
Throughout her career, Nora has worked with various federal agencies, including the Defense, State, and Justice departments, as well as the Johns Hopkins University Applied Physics Laboratory. Her extensive experience encompasses audits of diverse domestic and international programs, covering financial, information technology, intelligence, and procurement domains. Notably, Nora has also served as an analyst on the U.S. Senate Committee on Appropriations, Subcommittee on Defense.
In addition to her auditing experience, Nora has successfully managed complex budget and accounting activities, overseeing multi-million dollar budgets while ensuring strict adherence to laws and regulations. Her educational background includes an undergraduate degree in accounting and graduate degree in business administration.
Nora resides in Highland, Maryland, with her husband, Jamie, and their two children, Matthew and Alexandra. In her spare time, Nora enjoys golf, pickleball, and the culinary arts.
Holly Shetterly is a Senior Client Associate at JN Private Wealth Management, LLC.
Prior to joining JN Private Wealth Management she was a Senior Financial Analyst at APS Healthcare. Before joining APS Healthcare, she was a Financial Analyst for General Physics. She spent several years as a stay-at-home mom where she volunteered at her children’s school and with her church.
Holly holds a Master of Business Administration degree from Loyola University of Maryland and a Bachelor of Arts in Communications from Towson University.
Holly resides in Westminster with her husband John and three children Jack, Ryan, and Ava. In her spare time, she enjoys playing tennis, traveling, and cheering for Penn State and James Madison football.
