Your Financial Advocate, Dedicated to Your Success...
Jamie M. Waldren, CFP® | Founder & CEO JN Private Wealth Management, LLC
JN Private Wealth Management is Virtual-Family Office (VFO), specializing in Comprehensive Wealth Management for Business Owners, Executives and High-Net Worth Families. Our Virtual Family Office (VFO) model is more than just a service; it’s a personalized experience designed to empower you and your loved ones on your financial journey. Together, we aim to redefine your wealth experience, giving you more time for life’s most meaningful pursuits.
Get started on the path to a more independent financial future by scheduling a complimentary consultation with our professional wealth management team today. We’ll work with you to develop a customized strategy aimed at helping you pursue your financial objectives and strive toward building lasting wealth.
Jamie M. Waldren, CFP® professional, is a seasoned financial advisor and the founder of JN Private Wealth Management, a boutique, independent practice. With a deep commitment to helping clients achieve their financial goals, Jamie has built a reputation for delivering personalized, client-centric wealth management services.
Jamie’s approach focuses on understanding the unique needs and values of business owners, corporate executives and affluent families. He is dedicated to crafting strategies that address complex financial needs, such as wealth preservation, tax planning and estate management. Jamie’s goal is to provide clients with confidence and clarity as they navigate their financial journeys.
Under his leadership, JN Private Wealth Management employs a virtual family office (VFO) model, offering a comprehensive suite of services, including investment management, risk mitigation and advanced estate planning. This model allows clients to benefit from a collaborative approach, bringing together specialists in various fields to deliver tailored solutions.
As a CERTIFIED FINANCIAL PLANNER®, Jamie Waldren adheres to the highest standards of integrity and professionalism, prioritizing transparency and the long-term interests of his clients. He believes his passion for financial planning and commitment to building trusted relationships have made him a respected advisor in the industry.
Jamie has a BS in business administration, where he attended college on an athletic scholarship. He now resides in Highland, Maryland, with his wife, Nora, and two children, Matthew and Alexandra. In his spare time Jamie likes to enjoy family time, traveling, golf, fishing and college football.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves r isk and you may incur a profit or loss regardless of strategy selected. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Nora Waldren serves as the chief financial officer (CFO) at JN Private Wealth Management. In her role, Nora oversees the practice’s financial operations and strategic planning.
With a keen eye for detail and a commitment to upholding high standards of integrity, Nora helps JN Private Wealth Management maintains a strong culture of compliance. Her efforts help safeguard clients’ interests and reinforce the team’s commitment to transparency and ethical practices.
As CFO, Nora manages the financial health of the practice, guiding budgeting, financial reporting and strategic resource allocation. Her expertise in both financial management and compliance enables JN Private Wealth Management to deliver high-quality services while maintaining a strong operational foundation.
Nora’s dedication to fostering a compliant, client-focused environment and her strategic financial leadership have been integral to the success and growth of JN Private Wealth Management.
Nora resides in Highland, Maryland, with her husband, Jamie, and two children, Matthew and Alexandra. In her spare time, she enjoys golf, pickleball and culinary arts.
Melissa Robinson has over 30 years of industry experience. She began her career
with Merrill Lynch and spent over 25 years with Wells Fargo Advisors (formally A.
G. Edwards). Responsibilities have included assisting financial advisors with sales,
service and operational related activities. Melissa currently holds the Series 7, 63
and 66 licenses. Melissa went to college in Virginia before moving to Louisiana.
She is married and has seven children: five sons and two stepdaughters, as well as
eight grandchildren and three dogs. She enjoys hunting, going to the beach,
playing pool and visiting casinos.
