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JNBA FINANCIAL ADVISORS, LLC
CRD 106550File 801-21522
APPROVED
Retail clients
Custody
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.01B
Top 25% of cohort (national)
Discretionary AUM
$2.01B
Clients
1,115
4,157 accounts
Employees
36
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 29, 1984
- Principal office
- 8500 NORMANDALE LAKE BLVD, SUITE 450, BLOOMINGTON, MN, 55437
- Phone
- 952-844-0995
- Website
- HTTPS://JNBA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.01B
- Discretionary AUM
- $2.01B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,157
- Non-discretionary accounts
- 0
- Total accounts
- 4,157
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 10 | $34.4M |
| High net worth individuals | 514 | $1.69B |
| Individuals (other than high net worth individuals) | 591 | $279.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 34 | 36 | increased by2 |
| Apr 1, 2026 | Clients | 1,091 | 1,115 | increased by24 |
| Apr 1, 2026 | AUM | $1,683,609,117 | $2,005,136,361 | increased by$321,527,244 |
| Apr 1, 2026 | Accounts | 3,901 | 4,157 | increased by256 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 31 | 34 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 995 | 1,091 | increased by96 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,466,090,212 | $1,683,609,117 | increased by$217,518,905 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,589 | 3,901 | increased by312 |
| Apr 1, 2022 | Employees | 26 | 31 | increased by5 |
| Apr 1, 2022 | Clients | 925 | 995 | increased by70 |
| Apr 1, 2022 | AUM | $1,216,880,803 | $1,466,090,212 | increased by$249,209,409 |
| Apr 1, 2022 | Accounts | 3,311 | 3,589 | increased by278 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “JNBA FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JNBA FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.