Jnba Financial Advisors, LLC
Firm details
- Headquarters
- Bloomington, Minnesota
- CRD number
- 106550
- Registered since
- June 29, 1984
- Website
- jnba.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.33%
- Individuals13.95%
- Charitable Organizations1.72%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Jnba Financial Advisors, LLC is an independent, SEC‑registered investment adviser organized as an LLC and first registered in 1984. The firm serves a mix of individuals and families as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include asset‑based fees, hourly billing and fixed fees. The firm identifies itself as integrating environmental, social and governance (ESG) considerations into its investment process. Jnba does not operate as a direct capital allocator and relies on external managers for its alternative investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
1 of 1
Richard Brown
Chairman & CEOCRD 2205301
Contacts
3 of 29
Michael Bilotta
Senior AdvisorCRD 2922318
Paul Scoles
Client Account SpecialistCRD 7336164
Stacy Biermaier
Client Services ManagerCRD 5810861
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 277Active vs passive
$1.4B in ETFs
91%
$1.3B
6%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $174M | 232,149 | 12.18% |
Location
Bloomington, MN
Hennepin
Location
Bloomington, MN
Headquartered in Bloomington, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 8500 Normandale Lake Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
BPS Capital Management, Inc.
RIABloomington, MN
Ttcp Management Services, LLC
RIABloomington, MN
Birchwood Financial Partners, Inc.
RIABloomington, MN
Systelligence, LLC
RIABloomington, MN
Stevens Foster Financial Advisors
RIABloomington, MN
Boyum Wealth Architects LLC
RIABloomington, MN