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JMN Investment Management LLC

JMN Investment Management LLC. CRD 158357

JMN Investment Management LLC logo

CRD: 158357

JMN Investment Management LLC

$15.6M Total AUM
$15.6M Disc. AUM
-- 3Y CAGR
3 Employees
10 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Stonex
Clients
Retail
Platforms
--
Established Date
07-01-2011
Office Locations
1

Office Locations

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About JMN Investment Management LLC

JMN Investment Management is a Florida-based investment advisor and mortgage/structured-credit consultant active since 2006. The firm supports institutional clients across banking, hedge funds, and mortgage banking, and manages customized accounts for individuals targeting high risk-adjusted equity income and total return. Notable work includes building the first residential loan default model for Kroll Bond Ratings and leveraging a 30-year mortgage project archive to power AI-driven research.

Team overview

60 AVG AGE
$15.6M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
14.8 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

NICHOLAS PETER KRSNICH

NICHOLAS PETER KRSNICH

Managing Member, Portfolio Manager

CRD
#1312214
Ownership
50% but less than 75%
Available
Available
Available
L

LINDA KRSNICH

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CRD
--
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $15,613,245 --
Non-Discretionary $0 --
Total $15,613,245 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
U.S. Government/Agency:
Available
Equity - Exchange:
Available
Other:
Available
Municipal Bonds:
Available
Cash:
Available
Derivatives:
Available
Asset class Assets Assets %
U.S. Government/Agency Available Available
Equity - Exchange Available Available
Other Available Available
Municipal Bonds Available Available
Cash Available Available
Derivatives Available Available
Total Available Available

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