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 clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee models include asset-based fees, hourly charges, and fixed fees. Jnba identifies itself as an active ESG investor and is structured as a limited liability company with domestic/individual ownership. Though it reports it is not a capital allocator, the firm uses third-party managers for certain alternative exposures.
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
1 of 1
Richard Brown
Chairman & CEOCRD 2205301
Contacts
3 of 29
Stacy Biermaier
Client Services ManagerCRD 5810861
Lawrence Becker
Business Operations ManagerCRD 5845923
Carin Viertel
Director of Client ServicesCRD 6274967
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 276Active 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
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