{
  "crd_number": 106550,
  "slug": "jnba-financial-advisors-llc-bloomington-mn-106550",
  "primary_business_name": "JNBA FINANCIAL ADVISORS, LLC",
  "legal_name": "JNBA FINANCIAL ADVISORS, LLC",
  "dbas": [
    "JNBA FINANCIAL ADVOCATES"
  ],
  "city": "Bloomington",
  "state": "MN",
  "country": "United States",
  "cbsa_code": "33460",
  "metro": {
    "cbsa_code": "33460",
    "common_name": "Minneapolis",
    "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI",
    "path": "/advisors/mn/minneapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1984-06-29",
  "years_registered": 42,
  "period": "2026-10-01",
  "filing_date": "2026-09-22",
  "carried_forward": false,
  "raum_total": 2005136361.0,
  "raum_discretionary": 2005136361.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 36,
  "advisory_employees": 31,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 34410537.0,
      "count": 10
    },
    "individuals": {
      "raum": 279730674.0,
      "count": 591
    },
    "high_net_worth_individuals": {
      "raum": 1690995150.0,
      "count": 514
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "DC",
    "FL",
    "IA",
    "IL",
    "MA",
    "MI",
    "MN",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NY",
    "OH",
    "PA",
    "SC",
    "SD",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://facebook.com/jnbafinancial",
    "https://instagram.com/jnba_financial_advisors",
    "https://jnba.com",
    "https://linkedin.com/company/jnba-financial-advisors",
    "https://linkedin.com/in/andrewbuccanero",
    "https://linkedin.com/in/andytruax",
    "https://linkedin.com/in/bailey-norby-aa8514118",
    "https://linkedin.com/in/brendan-doherty-7985a7338",
    "https://linkedin.com/in/carin-viertel-2ba757b",
    "https://linkedin.com/in/christopher-mastley-cfp%C2%AE-863ba1173",
    "https://linkedin.com/in/courtneythier",
    "https://linkedin.com/in/elisehuston",
    "https://linkedin.com/in/eva-wilson-790230160",
    "https://linkedin.com/in/haley-frecon-cfp%C2%AE-01029011b",
    "https://linkedin.com/in/jessica-r-seifert8586",
    "https://linkedin.com/in/john-foster-a11abb156",
    "https://linkedin.com/in/john-schlueter",
    "https://linkedin.com/in/joshua-justin-aa19162b",
    "https://linkedin.com/in/kathy-brown-73726413",
    "https://linkedin.com/in/kim-brown-968b8b12",
    "https://linkedin.com/in/larry-becker-b7917487",
    "https://linkedin.com/in/lucas-traxler-cfp%C2%AE-30708615",
    "https://linkedin.com/in/marie-williams-7b099479",
    "https://linkedin.com/in/marquesen-ryan",
    "https://linkedin.com/in/matthew-brown-84b661200",
    "https://linkedin.com/in/michael-bilotta-81224411a",
    "https://linkedin.com/in/nickscheibel",
    "https://linkedin.com/in/noelpsilker",
    "https://linkedin.com/in/patrick-moyneur-4952ba172",
    "https://linkedin.com/in/paulscoles",
    "https://linkedin.com/in/richard-s-brown-a6390a12",
    "https://linkedin.com/in/shelby-st-martin-9a292416b",
    "https://linkedin.com/in/stacy-biermaier-304a9a154",
    "https://linkedin.com/in/stephanie-rossi-7a194216",
    "https://linkedin.com/in/westyn-m-bodell-949babb4"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106550",
  "city_as_filed": "BLOOMINGTON",
  "url": "https://advisorcensus.com/firm/jnba-financial-advisors-llc-bloomington-mn-106550",
  "display_name": "Jnba Financial Advisors, LLC",
  "summary": "Jnba Financial Advisors, LLC is an SEC-registered investment advisory firm in Bloomington, MN, registered since 1984, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 22, 2026.",
  "citation": "AdvisorCensus. Jnba Financial Advisors, LLC (CRD 106550): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Jnba Financial Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jnba Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Jnba Financial Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 17, 2026 states: Flat fee: $1,500 to $10,000 (FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE)); Hourly rate: $125 to $250 an hour (FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE)). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Jnba Financial Advisors, LLC located?",
      "a": "Jnba Financial Advisors, LLC's principal office is in Bloomington, MN, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Jnba Financial Advisors, LLC registered with the SEC or a state?",
      "a": "Jnba Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 106550."
    },
    {
      "q": "How much does Jnba Financial Advisors, LLC manage?",
      "a": "Jnba Financial Advisors, LLC reports $2,005,136,361 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary)."
    },
    {
      "q": "How have Jnba Financial Advisors, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Jnba Financial Advisors, LLC: Regulatory assets under management: $1,216,880,803 in the October 2021 data and $2,005,136,361 in the October 2026 data, up 65%. Total employees: 26 in October 2021 and 36 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Jnba Financial Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (591); high net worth individuals (514); charitable organizations (10)."
    },
    {
      "q": "Which custodians does Jnba Financial Advisors, LLC use?",
      "a": "Jnba Financial Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Jnba Financial Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106550"
    },
    {
      "q": "What changed in Jnba Financial Advisors, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in NC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1216880803.0,
      "total_employees": 26,
      "filing_date": "2021-07-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1466090212.0,
      "total_employees": 31,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1296023764.0,
      "total_employees": 32,
      "filing_date": "2023-09-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1504889369.0,
      "total_employees": 36,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1683609117.0,
      "total_employees": 34,
      "filing_date": "2025-03-03"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2005136361.0,
      "total_employees": 36,
      "filing_date": "2026-09-22"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in NC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 29 to 31.",
        "Regulatory assets under management went from $1,683,609,117 to $2,005,136,361 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,500 to $10,000 (FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE))",
      "Hourly rate: $125 to $250 an hour (FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE))"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $10,000 (FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE))"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $125 to $250 an hour (FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE))"
        ],
        "quotes": [
          "Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE)"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 125.0,
          "max": 250.0,
          "period": "hour",
          "service": "FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE)"
        }
      ]
    },
    "quotes": [
      "Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required",
      "Registrant’s planning and consulting fees are negotiable, but generally range from $1,500 to $10,000 on a fixed fee basis, and from $125 to $250 on an hourly rate basis, depending upon the level and scope of the service(s) required"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jnba-financial-advisors-llc-bloomington-mn-106550.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 591,
      "fewer_than_5": false,
      "raum": 279730674.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 514,
      "fewer_than_5": false,
      "raum": 1690995150.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 10,
      "fewer_than_5": false,
      "raum": 34410537.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106550",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}