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Insights

Strong Market Presence JNBA Financial Advisors operates in a competitive wealth management sector with a revenue range of 25 to 50 million dollars, showing a substantial client base and potential for premium service offerings or advanced financial products.

Investment Activity The firm actively invests in diversified ETFs like Vanguard High Dividend Yield and Global X MLP, indicating a willingness to explore new asset classes and approaches, which could open opportunities for advisory or product partnerships.

Recognition and Credibility Recognition as one of the best places to work and top advisors in Minnesota enhances credibility and suggests a strong internal culture that values excellence, offering a platform for expanding market reach and trust-building with high-net-worth clients.

Technological Infrastructure Utilization of advanced tech stack including Google Tag Manager, YouTube, and HTTP/3 reflects modernization efforts, creating opening for innovative digital engagement and tech-enabled service solutions.

Client-centric Approach Their advice-driven, fiduciary model and regular portfolio reviews position JNBA as a personalized and trustworthy partner, signaling opportunities to align tailored financial technology solutions or enhanced advisory services to maintain their client commitment.

JNBA Financial Advisors Tech Stack

JNBA Financial Advisors uses 8 technology products and services including Cloudflare CDN, RSS, oEmbed, and more. Explore JNBA Financial Advisors's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • RSS
    Content Management System
  • oEmbed
    Dev Tools
  • Twemoji
    Font Scripts
  • Underscore.js
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • YouTube
    Video Players
  • 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
68%
FLast@jnba.comJDoe@jnba.com
14%
Last@jnba.comDoe@jnba.com
13%
First@jnba.comJohn@jnba.com
5%

Frequently Asked Questions

Where is JNBA Financial Advisors's headquarters located?

Minus sign iconPlus sign iconJNBA Financial Advisors's main headquarters is located at 8500 Normandale Lakes Boulevard, Suite 450. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is JNBA Financial Advisors's phone number?

Minus sign iconPlus sign icon You can contact JNBA Financial Advisors's main corporate office by phone at
+1-952-844-****
. 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?

Minus sign iconPlus sign iconJNBA Financial Advisors's official website is jnba.com and has social profiles on LinkedIn.

How much revenue does JNBA Financial Advisors generate?

Minus sign iconPlus sign icon As of December 2025, JNBA Financial Advisors's annual revenue is estimated to be $1.6M.

What is JNBA Financial Advisors's SIC code NAICS code?

Minus sign iconPlus sign iconJNBA Financial Advisors's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does JNBA Financial Advisors have currently?

Minus sign iconPlus sign iconAs of December 2025, 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?

Minus sign iconPlus sign iconJNBA Financial Advisors operates in the Financial Services industry.

What technology does JNBA Financial Advisors use?

Minus sign iconPlus sign iconJNBA Financial Advisors's tech stack includes Cloudflare CDNRSSoEmbedTwemojiUnderscore.jsGoogle Tag ManagerYouTubeHTTP/3.

What is JNBA Financial Advisors's email format?

Minus sign iconPlus sign iconJNBA 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?

Minus sign iconPlus sign iconJNBA Financial Advisors was founded in 1978.

JNBA Financial Advisors

Financial ServicesMinnesota, United States11-50 Employees

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.

Section iconCompany Overview

Headquarters
8500 Normandale Lakes Boulevard, Suite 450
Phone number
+1-952-844-****
Website
jnba.com
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1978
Employees
11-50

Section iconMedia & News

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

Company Leadership

  • Stylized image of a person
    S. W.
    Ceo [financial Planning, Investments, 401k, Business Succession, Insurance, Retirement Planning]
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. E.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S. B.
    Chairman And Chief Executive Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    T. M.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. V.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. B.
    Director Of Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. M.
    Managing Director - Senior Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. B.
    Business Operations Manager
    Phone icon
    Mobile Phone

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