About Us
Your Financial Advocate, Dedicated to Your Success…
Jamie M. Waldren, CFP® Founder & CEO JN Private Wealth Management, LLC
Meet Our Leadership Team
JN Private Wealth Management is an, SEC Registered Investment Advisor (RIA) and 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. Registration as an investment advisor does not imply a certain level of skill or training.
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Jamie Waldren
Founder and CEO
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Nora Waldren
CFO and CCO
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Holly Shetterly
Senior Client Associate
A Thoughtful Approach Centered Around You
- Personalized Strategies Based on your Goals. Using the VFO model, the approach is entirely client-centric, focusing in your individual values, aspirations, and priorities.
- Collaborative Knowledge for Comprehensive Strategies. The VFO brings together a team of specialized professionals ( e.g. tax advisors, estate planners, investment managers) to provide seamless coordination and comprehensive solutions and advice.
- Proactive Planning for long-term prosperity. The VFO emphasizes forward-thinking strategies to anticipate challenges and capitalize on opportunities.
We Want to Get to Know You
Get started on the path to a more secure financial future by scheduling a complimentary consultation with our expert 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.
Meet with us in an obligation-free consultation
The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).
The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients. Currently, more than 79,000 individuals have obtained CFP® certification in the United States.
To attain the right to use the CFP® marks, an individual must currently satisfactorily fulfill the following requirements:
Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services and attain a bachelor’s degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.
Examination – Pass the comprehensive CFP® Certification Examination. The examination, administered in 6 hours, includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances.
Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and
Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.
Individuals who become certified must currently complete the following ongoing education and ethics requirements to maintain the right to continue to use the CFP® marks:
Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and
Ethics – Renew an agreement to be bound by the Standards of Professional Conduct. The Standards prominently require that CFP® professionals provide financial planning services at a fiduciary standard of care. This means CFP® professionals must provide financial planning services in the best interests of their clients.
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification. Visit https://www.cfp.net/ for more information about this designation.