What departments does JNBA® Financial Advisors have?

JNBA® Financial Advisors has employees across 7 departments including Finance, Business, Operations, Analytics, Accounting.

What is the largest department at JNBA® Financial Advisors?

The largest department at JNBA® Financial Advisors is Finance with 8 employees.

Where are JNBA® Financial Advisors employees located globally?

JNBA® Financial Advisors has employees across 3 continents and 4 countries including Philippines, India, Romania, United States Of America.

How has JNBA® Financial Advisors's team size changed over time?

JNBA® Financial Advisors's team has remained stable from approximately 30 to 30 employees based on available data.

JNBA® Financial Advisors Employee Directory

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.

JNBA® Financial Advisors Global Highlights

North America
56

United States Of America
56

Asia
2

Philippines
1
India
1

Europe
1

Romania
1

JNBA® Financial Advisors's Leadership

S. W.
Ceo [financial Planning, Investments, 401k, Business Succession, Insurance, Retirement Planning]
Mobile Phone
Email
M. E.
Chief Investment Officer
Mobile Phone
Email
T. M.
Chief Financial Officer
Mobile Phone
Email
K. B.
President
Mobile Phone
Email
M. S.
Fractional Cio
Mobile Phone
Email
E. M.
Partner
Mobile Phone
Email
L. B.
Director Of Business Operations
Mobile Phone
Email
A. B.
Director Of Investment Management
Mobile Phone
Email

JNBA® Financial Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Consultant
Finance
Community & Social Services
Other

Contact profiles from JNBA® Financial Advisors

Name

Title

Contact Info

Location

Last Update

M. S.
Fractional Cio
Mobile Phone
Email
Jun 16, 2026
K. B.
President
Mobile Phone
Email
United StatesMinnesota
Apr 13, 2026
E. M.
Partner
Mobile Phone
Email
Oct 22, 2024
M. E.
Chief Investment Officer
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
S. W.
Ceo [financial Planning, Investments, 401k, Business Succession, Insurance, Retirement Planning]
Mobile Phone
Email
Oct 18, 2024
T. M.
Chief Financial Officer
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
L. B.
Director Of Business Operations
Mobile Phone
Email
United StatesKansas
May 25, 2026
A. B.
Director Of Investment Management
Mobile Phone
Email
Mar 02, 2026
C. L. V.
Managing Director
Mobile Phone
Email
United StatesMinnesota
Nov 08, 2024
S. B.
Director Of Client Services
Mobile Phone
Email
United StatesMinnesota
Oct 17, 2025

Frequently Asked Questions

What is JNBA® Financial Advisors known for?

JNBA® Financial Advisors was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 8500 Normandale Lakes Boulevard Suite 450 Bloomington, Minnesota 55437 United States; you can contact the main corporate office by phone at

+1-952-844-****

. Explore JNBA® Financial Advisors's company overview page for more information.

What is JNBA® Financial Advisors's most common email format?

JNBA® Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more JNBA® Financial Advisors email formats with LeadIQ.

How many employees does JNBA® Financial Advisors have currently?

JNBA® Financial Advisors has approximately 42 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are JNBA® Financial Advisors's key employees and leadership?

As of June 2026, JNBA® Financial Advisors's key employees include:

Ceo [financial Planning, Investments, 401k, Business Succession, Insurance, Retirement Planning]: S. W.
Chief Investment Officer: M. E.
Chief Financial Officer: T. M.
President: K. B.
Fractional Cio: M. S.

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JNBA® Financial Advisors Employee Directory

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