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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-29-1984
- Office Locations
- 1
Office Locations
About Jnba Financial Advisors, LLC
JNBA Financial Advisors is an independent, fee-only fiduciary RIA based in Bloomington, MN, delivering customized financial life planning and investment strategies. The firm builds diversified portfolios using public funds and ETFs, emphasizing asset allocation and risk management, with support for ESG/socially responsible approaches. It serves both retail and institutional clients and primarily custodies assets at Charles Schwab.
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Owner & Executives
KIMBERLEE MARIE BROWN
Chief Compliance Officer, President
- CRD
- #5912633
- Ownership
- Less than 5%
RICHARD STEPHEN BROWN
Advisor, Chairman, Chief Executive Officer
- CRD
- #2205301
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LAWRENCE J. BECKER
Operations Manager
- CRD
- #5845923
CORINN M BERKEN
Advisor
- CRD
- #6609862
Showing 2 of 30 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,005,136,361 | $482,352 |
| Non-Discretionary | $0 | -- |
| Total | $2,005,136,361 | $482,352 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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