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 registered investment adviser that has been SEC-registered since 1984. The firm serves both individual and family clients as well as institutional relationships, and it provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fees include percentage-of-AUM billing alongside hourly and fixed-fee arrangements. The firm is identified in filings as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 298Active vs passive
$1.4B in ETFs
90%
$1.3B
6%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $151M | 197,736 | 10.64% |
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
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