Best Investors Account Sign in
Inactive

John William Foster

Jnba Financial Advisors, LLC

Bloomington, MN

CRD 2765600

Claim This Profile
Employer firm

Jnba Financial Advisors, LLC CRD 106550

$2.01B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Jnba Financial Advisors, Llc

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-11-06
MN RA APPROVED 2013-12-17
  • TX RA
    APPROVED_RES
    Since 2020-11-06
  • MN RA
    APPROVED
    Since 2013-12-17

Branch Locations

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jnba Financial Advisors, Inc. Bloomington MN 05/2008 12/2016
Jnba Financial Advisors, Inc. Bloomington MN 01/2017 Present
  • 05/2008 → 12/2016
    Jnba Financial Advisors, Inc.
    Bloomington, MN
  • 01/2017 → Present
    Jnba Financial Advisors, Inc.
    Bloomington, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-07-21
S66 Uniform Combined State Law Examination 2001-03-20
S65 Uniform Investment Adviser Law Examination 1997-05-01
  • S63 Uniform Securities Agent State Law Examination
    2008-07-21
  • S66 Uniform Combined State Law Examination
    2001-03-20
  • S65 Uniform Investment Adviser Law Examination
    1997-05-01

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Bloomington, MN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor