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Brendan James Doherty

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
MN RA APPROVED 2024-11-21
  • MN RA
    APPROVED
    Since 2024-11-21

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, Llc Bloomington MN 06/2024 Present
Merus Global Investments New York NY 06/2019 05/2024
Winthrop Wealth Management Boston MA 05/2017 05/2019
Boston College Chestnut Hill MA 08/2016 05/2019
  • 06/2024 → Present
    Jnba Financial Advisors, Llc
    Bloomington, MN
  • 06/2019 → 05/2024
    Merus Global Investments
    New York, NY
  • 05/2017 → 05/2019
    Winthrop Wealth Management
    Boston, MA
  • 08/2016 → 05/2019
    Boston College
    Chestnut Hill, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-21
  • S65 Uniform Investment Adviser Law Examination
    2024-11-21

View on SEC IAPD

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