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Jnba Financial Advisors, LLC

● SEC registered since 1984CRD 106550SEC# 801-21522Bloomington, MN
Export (members)
Reg. AUM
$2.01B
Employees
36
Accounts
4,157
Location
Bloomington, MN

Jnba Financial Advisors, LLC assets under management

Jnba Financial Advisors, LLC operates as an SEC-registered investment adviser based in Bloomington, MN. The firm has been registered since 1984. It reports $2 billion in regulatory assets under management and employs 36 people.

Jnba Financial Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Jnba Financial Holdings, LLC ControlMemberOver 75%2021
Kimberlee Marie Brown ControlPresident/Chief Compliance OfficerUnder 5%2011
Richard Stephen Brown ControlChairman And C.e.o.Under 5%1998
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Frequently asked questions

How much does Jnba Financial Advisors, LLC manage?

Jnba Financial Advisors, LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Jnba Financial Advisors, LLC have?

Jnba Financial Advisors, LLC reports 36 employees.

Where is Jnba Financial Advisors, LLC located?

Jnba Financial Advisors, LLC is based in Bloomington, MN and has been SEC-registered since 1984.

Does Jnba Financial Advisors, LLC disclose fund performance?

Jnba Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8500 Normandale Lake Blvd, Suite 450, Bloomington, MN 55437
Phone952-844-0995
Fax952-844-0996
Office hoursM-Th 8:30a.m. - 4:30p.m., Fri. 8:30a.m. - 3:30p.m.
SEC regionChicago Regional Office (CHRO)
CIK1569118
Discloses disciplinary historyNo

Regulatory AUM

$2.01B▲ 19%
Mar '25 — $1.68BApr '25 — $1.68BMay '25 — $1.68BJun '25 — $1.68BJul '25 — $1.68BAug '25 — $1.68BSep '25 — $1.68BOct '25 — $1.68BNov '25 — $1.68BDec '25 — $1.68BJan '26 — $1.68BFeb '26 — $1.68BMar '26 — $2.01BApr '26 — $2.01BMay '26 — $2.01BJun '26 — $2.01B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 15%
More than 85% of 16,825 advisers

Assets under management

$2.01Bregulatory AUM
Discretionary $2.01B