Jnba Financial Advisors, LLC

JNBA Financial Advisors, LLC is a registered investment adviser established in January 2021, succeeding JNBA Financial Advisors, Inc. The firm offers discretionary and/or non-discretionary investment advisory services on a fee-only basis. The annual investment advisory fee is typically between 0.75% and 1.00% of the client's assets under management. Clients may also engage the firm for financial planning and consulting services on a separate fee basis. JNBA provides retirement plan consulting services under ERISA and offers customized family office services to select clients. The firm does not participate in wrap fee programs and had $1,296,023,764 in assets under management as of December 31, 2022. Clients can have the advisory fees deducted from their custodial account and are encouraged to review financial planning issues and account performance regularly. JNBA does not accept performance-based fees, and clients have the option to engage the firm on a discretionary basis. The firm recommends Charles Schwab & Co. Inc. as a broker-dealer/custodian and does not vote client proxies. JNBA does not have any disciplinary actions and maintains policies to prevent the misuse of material non-public information. Clients are provided with written transaction confirmation notices and account statements, and the firm does not solicit fees in advance exceeding $1,200 per client. JNBA does not receive compensation from investment advisors it recommends and does not provide tax, legal, or accounting advice. For further details, clients can contact Kimberlee M. Brown, Chief Compliance Officer.