Advisor at JMN Investment Management LLC
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Firm
JMN Investment Management LLC
Location
Palm Beach Gardnes, FL
Credentials
Series 63, Series 65
Industry experience
40 years
Nicholas Krsnich is a financial advisor at JMN Investment Management LLC with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with JMN Investment Management since 2011. JMN Investment Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and other advisors, employing a patented Common Sense Pricing Model (CSPM™) to guide asset allocation. The firm focuses on residential mortgage-backed securities and alternative assets, serving as a fiduciary and offering consulting and analytic tools alongside managing a private pooled vehicle with commodity trading activities.
May charge for written financial plans; specific amounts not stated.
Negotiable based on assets under management or as agreed with client
Fees may be charged for written financial plans or the CSPM™ model; specific hourly rates not stated.
Account minimum: $500,000
Palm Beach Gardnes, FL
California · Florida · Texas
JMN Investment Management, LLC
2011 - Present (15 years)
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Is active or affiliated with:
Broker-dealer / trader
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Other specialized services
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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