Jnba Financial Advisors
JNBA Financial Advisors is a fee-only SEC-registered investment adviser headquartered in Bloomington, Minnesota. Founded in 1979, the firm currently employs about 34–36 professionals and focuses on providing financial planning and investment management services to individuals, high net worth individuals, and a limited number of charitable organizations. With decades of experience, JNBA serves primarily U.S.-based clients, helping them advance their financial interests through holistic, personalized advice.
Investment Strategy
JNBA Financial Advisors offers personalized investment management and financial planning services emphasizing a client-first, fee-only approach. Their investment strategy focuses on building diversified portfolios tailored to each client's goals and risk profile, typically using a mix of stocks, bonds, ETFs, and mutual funds. They emphasize long-term planning, risk management, and asset allocation rather than short-term speculation, and primarily serve individuals, high net worth families, and select charitable organizations.
Top Holdings
Equity Positions (640)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 14.37% | $149.5M | 240,710 | $534.66 | $620.90 | +$25.2M |
S SPDW | SPDR INDEX SHS FDS | 7.77% | $80.8M | 1,995,889 | $33.53 | $40.49 | +$6.1M |
B BIL | SPDR SERIES TRUST | 7.06% | $73.4M | 800,386 | $91.73 | $91.73 | +$3.9M |
I IJH | ISHARES TR | 4.70% | $48.8M | 787,509 | $37.94 | $62.02 | +$2.5M |
S SPMD | SPDR SERIES TRUST | 4.33% | $45.0M | 827,232 | $50.35 | $54.38 | +$2.3M |