Raymond James welcomes Maryland financial advisor managing $133 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jamie Waldren, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS.
Jamie managed $133 million in client assets as an independent RIA prior to affiliating with RJFS. As JN Private Wealth Management, based in Columbia, Maryland, he provides comprehensive financial planning for a range of clients, specializing in high-net-worth families and individuals, business owners and entrepreneurs. He is joined by marketing consultant Nora Waldren and client relationship consultant Holly Shetterly.
“My clients expect clarity, continuity and a partner that thinks about the next generation, not just the next quarter,” said Waldren. “Raymond James gives me the private wealth resources, long-term succession tools and impactful transition and home office support to help exceed expectations while still operating as an independent, client-driven practice.”
Waldren has 33 years of financial services industry experience and served at Wells Fargo for 11 years prior to founding JN Private Wealth Management as an RIA. His experience is backed by a bachelor’s degree in business administration from Missouri Western State University and the CERTIFIED FINANCIAL PLANNER® designation.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.75 trillion as of Oct. 31, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. JN Private Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
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.