# Jnba Financial Advisors, LLC

> 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.

- CRD: 106550
- Filed as: JNBA FINANCIAL ADVISORS, LLC
- Also doing business as: JNBA FINANCIAL ADVOCATES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106550
- AdvisorCensus page: https://advisorcensus.com/firm/jnba-financial-advisors-llc-bloomington-mn-106550

## Quick answers

**How is Jnba Financial Advisors, LLC compensated?**
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).

**How much does Jnba Financial Advisors, LLC charge?**
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.

**Where is Jnba Financial Advisors, LLC located?**
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).

**Is Jnba Financial Advisors, LLC registered with the SEC or a state?**
Jnba Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 106550.

**How much does Jnba Financial Advisors, LLC manage?**
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).

**How have Jnba Financial Advisors, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Jnba Financial Advisors, LLC serve?**
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).

**Which custodians does Jnba Financial Advisors, LLC use?**
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.

**Does Jnba Financial Advisors, LLC report any disciplinary disclosures?**
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

**What changed in Jnba Financial Advisors, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Flat fee: $1,500 to $10,000 (FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE))

> 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

- Hourly rate: $125 to $250 an hour (FINANCIAL PLANNING AND CONSULTING SERVICES (STAND-ALONE))

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,005,136,361
- Discretionary: $2,005,136,361
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 591 | $279,730,674 |
| High net worth individuals | 514 | $1,690,995,150 |
| Charitable organizations | 10 | $34,410,537 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1984 (42 years)
- Employees: 36 total, 31 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Duluth, MN

### Websites listed on Form ADV (Item 1.I)
- jnba.com
- Facebook @jnbafinancial
- Instagram @jnba_financial_advisors
- LinkedIn @jnba-financial-advisors
- LinkedIn @andrewbuccanero
- LinkedIn @andytruax
- LinkedIn @bailey-norby-aa8514118
- LinkedIn @brendan-doherty-7985a7338
- LinkedIn @carin-viertel-2ba757b
- LinkedIn @christopher-mastley-cfp®-863ba1173
- LinkedIn @courtneythier
- LinkedIn @elisehuston
- LinkedIn @eva-wilson-790230160
- LinkedIn @haley-frecon-cfp®-01029011b
- LinkedIn @jessica-r-seifert8586
- LinkedIn @john-foster-a11abb156
- LinkedIn @john-schlueter
- LinkedIn @joshua-justin-aa19162b
- LinkedIn @kathy-brown-73726413
- LinkedIn @kim-brown-968b8b12
- LinkedIn @larry-becker-b7917487
- LinkedIn @lucas-traxler-cfp®-30708615
- LinkedIn @marie-williams-7b099479
- LinkedIn @marquesen-ryan
- LinkedIn @matthew-brown-84b661200
- LinkedIn @michael-bilotta-81224411a
- LinkedIn @nickscheibel
- LinkedIn @noelpsilker
- LinkedIn @patrick-moyneur-4952ba172
- LinkedIn @paulscoles
- LinkedIn @richard-s-brown-a6390a12
- LinkedIn @shelby-st-martin-9a292416b
- LinkedIn @stacy-biermaier-304a9a154
- LinkedIn @stephanie-rossi-7a194216
- LinkedIn @westyn-m-bodell-949babb4

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,216,880,803 | 26 | July 6, 2021 |
| October 2022 | $1,466,090,212 | 31 | March 29, 2022 |
| October 2023 | $1,296,023,764 | 32 | September 19, 2023 |
| October 2024 | $1,504,889,369 | 36 | March 27, 2024 |
| October 2025 | $1,683,609,117 | 34 | March 3, 2025 |
| October 2026 | $2,005,136,361 | 36 | September 22, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NC.

### April 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jnba Financial Advisors, LLC (CRD 106550): Form ADV filing data as of October 2026.