|
⚲
|
| JNBA Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 106550 |
| SEC # | 801-21522 |
| CIK # | 0001569118 |
| AUM | $1.7 B (2025-03-03) |
| Employees | 34 (85% Investors, 0% Brokers) |
| Phone | 952-844-0995 |
| Address | 8500 Normandale Lake Blvd Bloomington, MN 55437 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 42.6 | ||
| Aflac Inc | 22.8 | ||
| API Group Corp | 16.1 | ||
| Microsoft Corp | 13.0 | ||
| iShares Comex Gold Trust | 9.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 637 | 282.3 |
| (b) Individuals (high net worth individuals) | 445 | 1,375.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 25.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,901 | 1,683.6 |
| By Discretionary | ||
| Discretionary | 3,901 | 1,683.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,901 | 1,683.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,683.6 | |
| Total | 3,901 | 1,683.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001569118] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
JAG Capital Management LLC
✚
|
MO | 1.7 |
|
Diversified Management Inc
✚
|
WI | 1.7 |
|
AGP / Alliance Global Partners LLC
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|
CT | 1.7 |
|
Patriot Investment Management Group Inc
✚
|
TN | 1.7 |
|
Waterloo Capital LP
✚
|
TX | 1.7 |
|
Mainline West Fund Manager LLC
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|
CO | 1.7 |
|
SLOY Dahl & Holst LLC
✚
|
WA | 1.7 |
|
DHK Financial Advisors Inc
✚
|
NH | 1.7 |
|
Jackson Thornton Wealth Management LLC
✚
|
AL | 1.7 |
|
Colonial Trust Advisors Inc
✚
|
SC | 1.7 |