JNBA FINANCIAL ADVISORS, LLC
CRD #106550 SEC #801-21522 BLOOMINGTON, MN 952-844-0995
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
34
Clients
--
Accounts
3,901
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $0 | 34 | 10 |
| Mar 2025 | $1.7B | $1.7B | $0 | 34 | 10 |
| Mar 2024 | $1.5B | $1.5B | $0 | 36 | 13 |
| Mar 2024 | $1.5B | $1.5B | $0 | 36 | 13 |
| Nov 2023 | $1.3B | $1.3B | $0 | 32 | 9 |
| Sep 2023 | $1.3B | $1.3B | $0 | 32 | 9 |
| Sep 2023 | $1.3B | $1.3B | $0 | 32 | 9 |
| Aug 2023 | $1.3B | $1.3B | $0 | 32 | 9 |
| Mar 2023 | $1.3B | $1.3B | $0 | 32 | 9 |
| Mar 2023 | $1.3B | $1.3B | $0 | 32 | 9 |
| Nov 2022 | $1.5B | $1.5B | $2M | 31 | 6 |
| Nov 2022 | $1.5B | $1.5B | $2M | 31 | 6 |
| Mar 2022 | $1.5B | $1.5B | $2M | 31 | 6 |
| Mar 2022 | $1.5B | $1.5B | $2M | 31 | 6 |
| Nov 2021 | $1.2B | $1.2B | $25.2M | 26 | 4 |
| Jul 2021 | $1.2B | $1.2B | $25.2M | 26 | 4 |
| Jul 2021 | $1.2B | $1.2B | $25.2M | 26 | 4 |
| Jun 2021 | $1.2B | $1.2B | $25.2M | 26 | 4 |
| Jun 2021 | $1.2B | $1.2B | $25.2M | 26 | 4 |
| Jun 2021 | $1.2B | $1.2B | $25.2M | 26 | 4 |
| Mar 2021 | $1.2B | $1.2B | $25.2M | 26 | 4 |
| Mar 2021 | $1.2B | $1.2B | $25.2M | 26 | 4 |
| Feb 2021 | $1.1B | $1B | $29.8M | 27 | 13 |
| Jul 2020 | $1.1B | $1B | $29.8M | 27 | 13 |
| Jun 2020 | $1.1B | $1B | $29.8M | 27 | 13 |
| Mar 2020 | $1.1B | $1B | $29.8M | 27 | 13 |
| Nov 2019 | $885.2M | $859.3M | $25.9M | 24 | 5 |
| Oct 2019 | $885.2M | $859.3M | $25.9M | 24 | 5 |
| Sep 2019 | $885.2M | $859.3M | $25.9M | 24 | 5 |
| Jun 2019 | $885.2M | $859.3M | $25.9M | 24 | 5 |
| Apr 2019 | $885.2M | $859.3M | $25.9M | 24 | 5 |
| Mar 2019 | $885.2M | $859.3M | $25.9M | 24 | 5 |
| Aug 2018 | $908.1M | $908.1M | $0 | 24 | 9 |
| Apr 2018 | $908.1M | $908.1M | $0 | 24 | 9 |
| Mar 2018 | $908.1M | $908.1M | $0 | 24 | 9 |
| Nov 2017 | $763.5M | $725.2M | $38.3M | 25 | 8 |
| Sep 2017 | $763.5M | $725.2M | $38.3M | 25 | 800 |
| Jul 2017 | $763.5M | $725.2M | $38.3M | 25 | 800 |
| May 2017 | $763.5M | $725.2M | $38.3M | 25 | 800 |
| Mar 2017 | $763.5M | $725.2M | $38.3M | 25 | 800 |
| Jun 2016 | $638M | $638M | $0 | 26 | 800 |
| May 2016 | $638M | $638M | $0 | 26 | 800 |
| Mar 2016 | $638M | $638M | $0 | 26 | 800 |
| Dec 2015 | $637M | $637M | $0 | 27 | 800 |
| May 2015 | $637M | $637M | $0 | 27 | 800 |
| Apr 2015 | $637M | $637M | $0 | 27 | 800 |
| Feb 2015 | $637M | $637M | $0 | 27 | 800 |
| Nov 2014 | $564.6M | $564.6M | $0 | 23 | 700 |
| Oct 2014 | $564.6M | $564.6M | $0 | 23 | 700 |
| Mar 2014 | $564.6M | $564.6M | $0 | 23 | 700 |
| Jan 2014 | $480.7M | $480.7M | $0 | 20 | 600 |
| Aug 2013 | $480.7M | $480.7M | $0 | 20 | 600 |
| Jul 2013 | $480.7M | $480.7M | $0 | 20 | 600 |
| May 2013 | $480.7M | $480.7M | $0 | 20 | 600 |
| Feb 2013 | $480.7M | $480.7M | $0 | 20 | 600 |
| Apr 2012 | $418M | $418M | $0 | 11 | 600 |
| Apr 2012 | $418M | $418M | $0 | 11 | 600 |
| Mar 2012 | $418M | $418M | $0 | 11 | 600 |
| Nov 2011 | $369.2M | $369.2M | $0 | 11 | 500 |
| May 2011 | $369.2M | $369.2M | $0 | -- | -- |
| Mar 2011 | $369.2M | $369.2M | $0 | -- | -- |
| Dec 2010 | $296.7M | $296.7M | $0 | -- | -- |
| Sep 2010 | $296.7M | $296.7M | $0 | -- | -- |
| May 2010 | $296.7M | $296.7M | $0 | -- | -- |
| Mar 2010 | $296.7M | $296.7M | $0 | -- | -- |
| Feb 2008 | $265.9M | $265.9M | $0 | -- | -- |
| Jan 2008 | $265.9M | $265.9M | $0 | -- | -- |
| Mar 2007 | $274.2M | $274.2M | $0 | -- | -- |
| Mar 2006 | $303M | $303M | $0 | -- | -- |
| Feb 2006 | $283.1M | $283.1M | $0 | -- | -- |
| Apr 2002 | $198.1M | $194.3M | $3.8M | -- | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees34
Clients10
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees34
Clients10
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees36
Clients13
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees36
Clients13
DateNov 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees32
Clients9
DateSep 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees32
Clients9
DateSep 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees32
Clients9
DateAug 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees32
Clients9
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees32
Clients9
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees32
Clients9
DateNov 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$2M
Employees31
Clients6
DateNov 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$2M
Employees31
Clients6
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$2M
Employees31
Clients6
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$2M
Employees31
Clients6
DateNov 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.2M
Employees26
Clients4
DateJul 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.2M
Employees26
Clients4
DateJul 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.2M
Employees26
Clients4
DateJun 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.2M
Employees26
Clients4
DateJun 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.2M
Employees26
Clients4
DateJun 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.2M
Employees26
Clients4
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.2M
Employees26
Clients4
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.2M
Employees26
Clients4
DateFeb 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$29.8M
Employees27
Clients13
DateJul 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$29.8M
Employees27
Clients13
DateJun 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$29.8M
Employees27
Clients13
DateMar 2020
Total AUM$1.1B
Discretionary$1B
Non-Disc.$29.8M
Employees27
Clients13
DateNov 2019
Total AUM$885.2M
Discretionary$859.3M
Non-Disc.$25.9M
Employees24
Clients5
DateOct 2019
Total AUM$885.2M
Discretionary$859.3M
Non-Disc.$25.9M
Employees24
Clients5
DateSep 2019
Total AUM$885.2M
Discretionary$859.3M
Non-Disc.$25.9M
Employees24
Clients5
DateJun 2019
Total AUM$885.2M
Discretionary$859.3M
Non-Disc.$25.9M
Employees24
Clients5
DateApr 2019
Total AUM$885.2M
Discretionary$859.3M
Non-Disc.$25.9M
Employees24
Clients5
DateMar 2019
Total AUM$885.2M
Discretionary$859.3M
Non-Disc.$25.9M
Employees24
Clients5
DateAug 2018
Total AUM$908.1M
Discretionary$908.1M
Non-Disc.$0
Employees24
Clients9
DateApr 2018
Total AUM$908.1M
Discretionary$908.1M
Non-Disc.$0
Employees24
Clients9
DateMar 2018
Total AUM$908.1M
Discretionary$908.1M
Non-Disc.$0
Employees24
Clients9
DateNov 2017
Total AUM$763.5M
Discretionary$725.2M
Non-Disc.$38.3M
Employees25
Clients8
DateSep 2017
Total AUM$763.5M
Discretionary$725.2M
Non-Disc.$38.3M
Employees25
Clients800
DateJul 2017
Total AUM$763.5M
Discretionary$725.2M
Non-Disc.$38.3M
Employees25
Clients800
DateMay 2017
Total AUM$763.5M
Discretionary$725.2M
Non-Disc.$38.3M
Employees25
Clients800
DateMar 2017
Total AUM$763.5M
Discretionary$725.2M
Non-Disc.$38.3M
Employees25
Clients800
DateJun 2016
Total AUM$638M
Discretionary$638M
Non-Disc.$0
Employees26
Clients800
DateMay 2016
Total AUM$638M
Discretionary$638M
Non-Disc.$0
Employees26
Clients800
DateMar 2016
Total AUM$638M
Discretionary$638M
Non-Disc.$0
Employees26
Clients800
DateDec 2015
Total AUM$637M
Discretionary$637M
Non-Disc.$0
Employees27
Clients800
DateMay 2015
Total AUM$637M
Discretionary$637M
Non-Disc.$0
Employees27
Clients800
DateApr 2015
Total AUM$637M
Discretionary$637M
Non-Disc.$0
Employees27
Clients800
DateFeb 2015
Total AUM$637M
Discretionary$637M
Non-Disc.$0
Employees27
Clients800
DateNov 2014
Total AUM$564.6M
Discretionary$564.6M
Non-Disc.$0
Employees23
Clients700
DateOct 2014
Total AUM$564.6M
Discretionary$564.6M
Non-Disc.$0
Employees23
Clients700
DateMar 2014
Total AUM$564.6M
Discretionary$564.6M
Non-Disc.$0
Employees23
Clients700
DateJan 2014
Total AUM$480.7M
Discretionary$480.7M
Non-Disc.$0
Employees20
Clients600
DateAug 2013
Total AUM$480.7M
Discretionary$480.7M
Non-Disc.$0
Employees20
Clients600
DateJul 2013
Total AUM$480.7M
Discretionary$480.7M
Non-Disc.$0
Employees20
Clients600
DateMay 2013
Total AUM$480.7M
Discretionary$480.7M
Non-Disc.$0
Employees20
Clients600
DateFeb 2013
Total AUM$480.7M
Discretionary$480.7M
Non-Disc.$0
Employees20
Clients600
DateApr 2012
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees11
Clients600
DateApr 2012
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees11
Clients600
DateMar 2012
Total AUM$418M
Discretionary$418M
Non-Disc.$0
Employees11
Clients600
DateNov 2011
Total AUM$369.2M
Discretionary$369.2M
Non-Disc.$0
Employees11
Clients500
DateMay 2011
Total AUM$369.2M
Discretionary$369.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$369.2M
Discretionary$369.2M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees--
Clients--
DateFeb 2008
Total AUM$265.9M
Discretionary$265.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$265.9M
Discretionary$265.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$274.2M
Discretionary$274.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$303M
Discretionary$303M
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$283.1M
Discretionary$283.1M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$198.1M
Discretionary$194.3M
Non-Disc.$3.8M
Employees--
Clients--