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Interview with Investment Advisor, Jamie Waldren
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Join me and current member, Jamie Waldren for this LinkedIn Live event.
Jamie operates JN Private Wealth Management, an independent RIA Registered Investment Advisor operating as a Virtual Family Office.
Their fiduciary VFO model offers comprehensive wealth management strategies for CEOs, entrepreneurs, business leaders, and individuals transitioning into retirement to help make work optional. With a client centric holistic approach based on trust, we integrate investment advisory with advanced planning to help elevate their client's financial landscape. Their focus is on building and preserving multi generational legacies, enhancing client aspirations through a bespoke wealth management experience.
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