Insights

Strong Industry Recognition JNBA Financial Advisors consistently receives prestigious awards and top advisor rankings, highlighting their credibility and reputation within the financial services sector, which can be leveraged to build trust with similar high-net-worth clients.

Multigenerational Expertise With a 47-year history and a multigenerational team, JNBA demonstrates deep experience in wealth management, creating opportunities to introduce advanced advisory solutions and personalized financial planning services.

Robust Investment Activities Recent stakes in ETFs like Vanguard High Dividend Yield and Global X MLP indicate active portfolio management and investment diversification, serving as a gateway to offer tailored investment products or analytics tools.

High Revenue Potential The company's revenue range of 25 to 50 million USD suggests substantial financial capacity, opening opportunities for premium financial technology integrations, advisory software, and premium service offerings.

Recognition as an Employer Being a four-time Best Places to Work honoree demonstrates a positive company culture, indicating potential interest in employee engagement tools, corporate wellness programs, or HR technology solutions to attract skilled financial professionals.

JNBA® Financial Advisors Tech Stack

JNBA® Financial Advisors uses 8 technology products and services including DoubleClick Floodlight, Twitter Ads, Linkedin Insight Tag, and more. Explore JNBA® Financial Advisors's tech stack below.

  • DoubleClick Floodlight
    Advertising
  • Twitter Ads
    Advertising
  • Linkedin Insight Tag
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • Cloudflare DNS
    Domain Name Services
  • Twemoji
    Font Scripts
  • WordPress Block Editor
    Page Builders
  • HTTP/3
    Web & Portal Technology

Media & News

JNBA® Financial Advisors's Email Address Formats

JNBA® Financial Advisors uses at least 1 format(s):
JNBA® Financial Advisors Email FormatsExamplePercentage
First.Last@jnba.comJohn.Doe@jnba.com
69%
FLast@jnba.comJDoe@jnba.com
13%
Last@jnba.comDoe@jnba.com
13%
First@jnba.comJohn@jnba.com
5%

Frequently Asked Questions

Where is JNBA® Financial Advisors's headquarters located?

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JNBA® Financial Advisors's main headquarters is located at 8500 Normandale Lakes Boulevard Suite 450 Bloomington, Minnesota 55437 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is JNBA® Financial Advisors's phone number?

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You can contact JNBA® Financial Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is JNBA® Financial Advisors's official website and social media links?

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JNBA® Financial Advisors's official website is jnba.com and has social profiles on LinkedIn.

What is JNBA® Financial Advisors's NAICS code?

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JNBA® Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does JNBA® Financial Advisors have currently?

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As of June 2026, JNBA® Financial Advisors has approximately 42 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Ceo [financial Planning, Investments, 401k, Business Succession, Insurance, Retirement Planning]: S. W.Chief Investment Officer: M. E.Chief Financial Officer: T. M.. Explore JNBA® Financial Advisors's employee directory with LeadIQ.

What industry does JNBA® Financial Advisors belong to?

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JNBA® Financial Advisors operates in the Financial Services industry.

What technology does JNBA® Financial Advisors use?

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JNBA® Financial Advisors's tech stack includes DoubleClick FloodlightTwitter AdsLinkedin Insight TagCloudflare CDNCloudflare DNSTwemojiWordPress Block EditorHTTP/3.

What is JNBA® Financial Advisors's email format?

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JNBA® Financial Advisors's email format typically follows the pattern of First.Last@jnba.com. Find more JNBA® Financial Advisors email formats with LeadIQ.

When was JNBA® Financial Advisors founded?

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JNBA® Financial Advisors was founded in 1978.
JNBA® Financial Advisors logo

JNBA® Financial Advisors

Financial ServicesMinnesota, United States11-50 Employees

JNBA® Financial Advisors is an independent, fee-only wealth management firm based in Bloomington, Minnesota, serving clients with an advocacy-driven approach to financial planning and investment management. The firm emphasizes fiduciary duty and uses a collaborative, team-based process to develop and implement strategies that integrate estate, tax, and risk considerations, with portfolio reviews conducted frequently to stay aligned with clients’ resources and goals. Founded and operated as a multigenerational practice, it leverages specialists from across related disciplines to support comprehensive planning and asset management. The company positions itself within the financial services industry as a boutique advisory firm focused on personalized planning and disciplined investment oversight.

Section iconCompany Overview

Headquarters
8500 Normandale Lakes Boulevard Suite 450 Bloomington, Minnesota 55437 United States
Phone number
Website
jnba.com
NAICS Code
52 - Finance and Insurance
Founded
1978
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    JNBA® Financial Advisors's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    JNBA® Financial Advisors's revenue is estimated to be in the range of $25M$50M

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