Paul Daniel Scoles

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 11/2023
  Mcfee Financial Group
  Minneapolis, MN
• 01/2020 → 02/2021
  Wells Fargo Bank
  Saint Cloud, MN
• 08/2017 → 12/2019
  Saint Cloud State University
  Saint Cloud, MN
• 06/2021 → 11/2023
  Cetera Advisor Networks
  Minneapolis, MN
• 06/2023 → 11/2023
  Cetera Investment Advisers
  Minneapolis, MN
• 11/2023 → Present
  Jnba Financial Advisors, Llc
  Minneapolis, MN
• 08/2016 → 12/2019
  Saint Cloud State University
  Saint Cloud, MN

Previous Registrations

• 2023-06-29 → 2023-11-08
  Cetera Investment Advisers Llc
  Minneapolis, MN
• 2022-10-21 → 2023-06-29
  Cetera Wealth Services, Llc
  Minneapolis, MN

Other Businesses

Independent Insurance Agent; not investment-related; started 10/2021; zero hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-20