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JNBA FINANCIAL ADVISORS, LLC
CRD 106550 · SEC 801-21522
8500 NORMANDALE LAKE BLVD, SUITE 450, BLOOMINGTON, MN, 55437, United States
Phone
952-844-0995
Fax
952-844-0996
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.01B
Discretionary AUM
$2.01B
Team
36 total employees; 31 advisory reps; 12 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 591 | $279.7M |
| High net worth individuals | 514 | $1.69B |
| Charitable organizations | 10 | $34.4M |
States served
AZ, CA, CO, DC, IL, IA, MA, MI, MN, MT, NE, NJ, NM, NY, ND, OH, PA, SC, VA, WI, WA, TX, NH, FL, SD
All web addresses on file
- https://www.linkedin.com/in/andrewbuccanero/
- https://www.linkedin.com/in/haley-frecon-cfp%C2%AE-01029011b/
- https://www.linkedin.com/in/andytruax/
- https://www.linkedin.com/in/jessica-r-seifert8586/
- https://www.linkedin.com/in/noelpsilker/
- https://www.instagram.com/jnba_financial_advisors/
- https://www.linkedin.com/in/marie-williams-7b099479
- https://www.linkedin.com/in/richard-s-brown-a6390a12
- https://www.linkedin.com/in/westyn-m-bodell-949babb4/
- https://www.facebook.com/jnbafinancial
- https://www.linkedin.com/company/jnba-financial-advisors
- https://www.linkedin.com/in/patrick-moyneur-4952ba172
- https://www.linkedin.com/in/nickscheibel/
- https://www.linkedin.com/in/larry-becker-b7917487
- https://www.linkedin.com/in/lucas-traxler-cfp%C2%AE-30708615/
- https://www.linkedin.com/in/shelby-st-martin-9a292416b/
- https://www.linkedin.com/in/stacy-biermaier-304a9a154/
- https://www.linkedin.com/in/kathy-brown-73726413
- https://www.linkedin.com/in/matthew-brown-84b661200/
- https://www.linkedin.com/in/christopher-mastley-cfp%C2%AE-863ba1173
- https://www.linkedin.com/in/stephanie-rossi-7a194216
- https://www.linkedin.com/in/michael-bilotta-81224411a
- https://www.linkedin.com/in/john-foster-a11abb156
- https://www.linkedin.com/in/courtneythier/
- https://www.linkedin.com/in/elisehuston/
- https://www.linkedin.com/in/joshua-justin-aa19162b/
- HTTPS://JNBA.COM
- https://www.linkedin.com/in/kim-brown-968b8b12
- https://www.linkedin.com/in/carin-viertel-2ba757b
- https://www.linkedin.com/in/brendan-doherty-7985a7338/
- https://www.linkedin.com/in/john-schlueter/
- https://www.linkedin.com/in/paulscoles/
- https://www.linkedin.com/in/bailey-norby-aa8514118/
- https://www.linkedin.com/in/eva-wilson-790230160/
- https://www.linkedin.com/in/marquesen-ryan/
Official SEC filing: View on IAPD