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Courtney Noelle Swayze

Jnba Financial Advisors, LLC

Bloomington, MN

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Current Employers
Jnba Financial Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-11-22
MN RA APPROVED 2021-10-12
  • TX RA
    APPROVED
    Since 2021-11-22
  • MN RA
    APPROVED
    Since 2021-10-12

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
Unemployed Minneapolis MN 08/2020 03/2021
The Sweet Retreat Cupcake Boutique Minneapolis MN 04/2015 10/2017
Braun Renovation Chicago IL 12/2017 05/2018
Lost Larson Chicago IL 06/2018 07/2019
Coleman & Associates Chicago IL 07/2019 08/2020
Jnba Financial Advisors Minneapolis MN 04/2021 Present
  • 08/2020 → 03/2021
    Unemployed
    Minneapolis, MN
  • 04/2015 → 10/2017
    The Sweet Retreat Cupcake Boutique
    Minneapolis, MN
  • 12/2017 → 05/2018
    Braun Renovation
    Chicago, IL
  • 06/2018 → 07/2019
    Lost Larson
    Chicago, IL
  • 07/2019 → 08/2020
    Coleman & Associates
    Chicago, IL
  • 04/2021 → Present
    Jnba Financial Advisors
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-12
  • S65 Uniform Investment Adviser Law Examination
    2021-10-12

View on SEC IAPD

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BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN
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