BLOOMINGTON, MNCRD 106550Latest ADV March 19, 2026
Jnba Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated March 19, 2026, reports $2.0B in regulatory assets under management, 36 employees, 2 offices, and 4,157 accounts.
Assets Under Management
$2.0B
Employees
36
Offices
2 offices
Total Clients
1,115
Primary office
BLOOMINGTON, MN
8500 NORMANDALE LAKE BLVD, SUITE 450, BLOOMINGTON, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.0% of total clients.
Top client categories% of clientsClients
1
Individuals
53.0%
591
2
HNWI
46.1%
514
3
Charitable
0.9%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 19, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts4,157
10Y AUM Change+$1.2B (+162.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee31:1
10Y Employee Change+11 (+44.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.