We’re excited to share some important news with you. After a thoughtful review and due diligence process, JN Private Wealth Management has chosen Raymond James Financial Services as our new broker/dealer and custodian.
To help you in this transition, please review these important regulatory-required disclosures related to our transition to Raymond James. If you wish to receive hard copies of any of these documents, please let us know.
Form CRS (Client Relationship Summary) – high-level description of types of accounts, fees and potential conflicts of interest
Important Client Information – more detailed information about types of accounts, fees, products and services
FINRA Education Disclosure Brochure – helpful information to consider when your advisor changes firms
This affiliation combines the independent, client-first approach you’ve come to expect from us with the resources of Raymond James – a firm that invests nearly $1 billion annually in technology and innovation to support clients like you.
What does this mean for you?
Our values, people and mission remain unchanged. We are still your dedicated partners, helping you plan with purpose, protect your legacy and create the freedom to live life on your terms. With Raymond James by our side, we’re more equipped than ever to serve you.
Thank you for your continued trust and confidence. We look forward to this next chapter together.
Jamie M. Waldren, CFP®
Founder and CEO, JN Private Wealth Management
Senior Wealth Advisor, RJFS
jamie.waldren@jnprivatewealth.com
D 443.319.1200 EXT 101
Nora M. Waldren
Chief Operating & Financial Officer, JN Private Wealth Management
Marketing Consultant, RJFS
nora.waldren@jnprivatewealth.com
D 443.319.1200 EXT 102
Holly Shetterly
Client Service Associate, JN Private Wealth Management
Client Relationship Consultant, RJFS
holly.shetterly.@jnprivatewealth.com
D 443.319.1200 EXT 103
