Welcome to
Jadwin Asset Management, LLC
A private and independently owned partnership whose primary mission is to serve high net worth individuals and families.
Princeton · Morgan Stanley · J.P. Morgan · Bessemer Trust · First Republic Investment Management
Our Mission
Integrated Wealth Management to Help Connect the Dots.
Our goal is to preserve and grow wealth for the long term by investing in a diversified portfolio of high quality securities and to provide a high level of individualized service.
— John Knox, Founder & Chief Executive Officer
Our Process
How We Do It
Client assets are held at an independent custodian
We invest in stocks, bonds, mutual funds and ETFs
All trading is done on a competitive basis to ensure best execution
In the fixed income market, we prefer strong investment grade credits and perform our own credit research rather than relying on the rating agencies
Our fees are totally transparent with no hidden charges or additional commissions
We avoid: derivatives, structured notes and esoteric securities, securities with embedded loads and sales charges
The People
Meet The Founder
Founder & Chief Executive Officer
John D Knox
Before founding Jadwin Asset Management LLC, Mr. Knox was a Managing Director and Senior Wealth Advisor at Bessemer Trust. Prior to that, he served as Managing Director at J.P. Morgan Private Bank and as President and Chairman of First Republic Investment Management. Mr. Knox began his career at Morgan Stanley Asset Management. He holds a BA in Economics from Princeton University.
Get in Touch
Getting Started is Easy
Have questions about working with us or want to get started? Complete the form and we'll be in touch soon.