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 09/30/16. The fund's latest filing disclosed 685MM in positions, representing 107% of the manager's regulatory AUM.

JNBA FINANCIAL StockAlpha

-2.1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

JNBA FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VGK 13.71% ETF -5.93% -1.03% 0 4%
DXJ 8.93% ETF 13.28% 1.02% 0 7%
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FEATURED IN
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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)

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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 ...
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JNBA FINANCIAL Portfolio Concentration

JNBA FINANCIAL Location

8500 NORMANDALE LAKE BLVD
SUITE 450
BLOOMINGTON, Minnesota
UNITED STATES, 55437

JNBA FINANCIAL Contact Information

Phone Number: 952-844-0995
Fax Number: 952-844-0996
Website:

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