JNBA FINANCIAL Overview
Jnba Financial Advisors is an investment advisor that manages 637 MM dollars in regulatory AUM and has 27 employees, of which 18 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 744MM in positions, representing 117% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/21. The fund's latest filing disclosed 744MM in positions, representing 117% of the manager's regulatory AUM.
JNBA FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
JNBA FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MOAT | 8.85% | ETF | 6.31% | -0.22% | 1 | 1% | ||
| IJH | 6.16% | ETF | 10.07% | 0.02% | 0 | 7% | ||
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FEATURED IN
JNBA FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Richard S. Brown | C.E.O. | August-1998 |
| Kimberlee M. Brown | Chief Compliance Officer | April-2011 |
JNBA FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
JNBA FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
6
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)
Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or ...
Unlock Full Investment Process Description
A. The Registrant may utilize the following methods of security analysis:
Fundamental - (analysis performed on historical and present data, with the goal of making financial forecasts)
Technical – (analysis performed on historical and present data, focusing on price and trade volume, to forecast the direction of prices)
6
The Registrant may utilize the following investment strategies when implementing investment advice given to clients:
Long Term Purchases (securities held at least a year)
Short Term Purchases (securities sold within a year)
Options (contract for the purchase or sale of a security at a predetermined price during a specific period of time)
Please Note: Investment Risk. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or ...
Unlock Full Investment Process Description
JNBA FINANCIAL Portfolio Concentration
JNBA FINANCIAL Location
8500 NORMANDALE LAKE BLVD
SUITE 450
BLOOMINGTON, Minnesota
UNITED STATES, 55437
SUITE 450
BLOOMINGTON, Minnesota
UNITED STATES, 55437
JNBA FINANCIAL Contact Information
Phone Number: 952-844-0995
Fax Number: 952-844-0996
Website: http://www.jnba.com
Fax Number: 952-844-0996
Website: http://www.jnba.com
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