JNBA Financial Advisors Employee Directory

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.

Find JNBA Financial Advisors employees' phone numbers or email addresses

JNBA Financial Advisors Global Highlights

Location
Employees

North America
58

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  • United States Of America
    58

Asia
2

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  • Philippines
    1
  • India
    1

Europe
1

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  • Romania
    1

JNBA Financial Advisors's Leadership

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

Contact profiles from JNBA Financial Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Senior Advisor - Investment Strategist
    Phone icon
    United StatesMinnesota
    Nov 19, 2025
  • Stylized image of a person
    L. D.
    Senior Client Account & Family Office Specialist
    Phone icon
    United StatesMinnesota
    Nov 15, 2025
  • Stylized image of a person
    J. F.
    Senior Advisor - Investment Strategist
    Phone icon
    United StatesMinnesota
    May 22, 2025
  • Stylized image of a person
    B. N.
    Advisor
    Phone icon
    United StatesMinnesota
    Oct 24, 2025
  • Stylized image of a person
    H. F.
    Advisor
    Phone icon
    United StatesMinnesota
    May 25, 2025
  • Stylized image of a person
    J. J.
    Client Service & Tax Planning Associate
    Phone icon
    United StatesMinnesota
    Oct 23, 2025
  • Stylized image of a person
    P. S.
    Client Account Specialist
    Phone icon
    United StatesMinnesota
    Nov 11, 2025
  • Stylized image of a person
    S. D.
    Advisor Associate
    Phone icon
    United StatesMinnesota
    Sep 09, 2025
  • Stylized image of a person
    J. S.
    Trading & Investment Research Analyst
    Phone icon
    United StatesMinnesota
    Nov 17, 2025
  • Stylized image of a person
    M. R.
    Investment Strategist
    Phone icon
    Dec 16, 2025

Frequently Asked Questions

What is JNBA Financial Advisors known for?

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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; you can contact the main corporate office by phone at . Explore JNBA Financial Advisors's company overview page for more information.

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

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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?

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JNBA Financial Advisors has approximately 42 employees as of December 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

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As of December 2025, 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.
  • Chairman And Chief Executive Officer: R. S. B.

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