JNBA® Financial Advisors
Financial Services • 
Bloomington, Minnesota, United States • 21-50 Employees
Company overview
| Headquarters | 8500 Normandale Lakes Blvd, Suite 450, Bloomington, MN 55437, US |
| Phone number | +19528440995 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Tax Planning, Family Office, Personal Wealth Management, Asset Management, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Legacy Planning, Executive Planning, Financial Advisement, Employee Retirement Planning |
| Founded | 1978 |
| Employees | 21-50 |
| Socials |
Key Contacts at JNBA® Financial Advisors
Elise Huston
Director Of Advisory Services - Senior Advisor
Carin Viertel
Managing Director
Stacy Biermaier
Director Of Client Services
Patrick Moyneur
Managing Director - Senior Advisor
JNBA® Financial Advisors Email Formats
JNBA® Financial Advisors uses 5 email formats. The most common is {first initial}.{last name} (e.g., j.doe@jnba.com), used 59% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@jnba.com | 59% |
{first name}.{last name} | john.doe@jnba.com | 25.6% |
{first initial}{last name} | jdoe@jnba.com | 2.6% |
{first initial} | j@jnba.com | 2.6% |
{first initial}.{first initial} | j.j@jnba.com | 2.6% |
About JNBA® Financial Advisors
Minneapolis-based JNBA® Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life’s most important decisions through an advice driven by advocacy® approach. As a fiduciary, we deliver customized strategies to help maximize clients’ resources through financial life planning and investment management. As a 45-year-old firm with a multigenerational team, we leverage a team approach to drive the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate while reviewing client portfolios every 10 business days. For more information, visit jnba.com.
JNBA® Financial Advisors revenue & valuation
| Annual revenue | $14,400,000 |
| Revenue per employee | $333,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $45,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
JNBA® Financial Advisors has 19 employees across 5 departments.
Departments
Number of employees
Funding Data
JNBA® Financial Advisors has never raised funding before.
JNBA® Financial Advisors Tech Stack
Discover the technologies and tools that power JNBA® Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
Security
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United Kingdom
Canada
Frequently asked questions
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