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| Keyboard |
| JNBA Financial Advisors LLC
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|---|---|
| CRD # | 106550 |
| SEC # | 801-21522 |
| CIK # | 0001569118 |
| AUM | 2,005.1 M (2026-03-19) |
| Employees | 36 (86% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 952-844-0995 |
| Address | 8500 Normandale Lake Blvd Bloomington, MN 55437 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 37.3 | ||
| Aflac Inc | 23.6 | ||
| API Group Corp | 17.0 | ||
| Microsoft Corp | 12.1 | ||
| iShares Comex Gold Trust | 11.5 | ||
| CF Industries Holdings Inc | 8.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 591 | 0.3 |
| (b) Individuals (high net worth individuals) | 514 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,157 | 2.0 |
| By Discretionary | ||
| Discretionary | 4,157 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,157 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 4,157 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001569118] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Clients | 12 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Avendus Wealth Management Private Limited
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2,005.9 M | |
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NY | 2,002.8 M |
|
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TX | 2,000.1 M |
|
Silveroak Wealth Management LLC
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MN | 1,998.4 M |
|
The Harbor Group Inc
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NH | 1,996.3 M |