Search icon

JNBA Financial Advisors, LLC

Company Details

Name: JNBA Financial Advisors, LLC
Jurisdiction: Minnesota
Legal type: Limited Liability Company (Foreign)
Status: Active / In Good Standing
Date formed: 20 Jan 2021 (4 years ago)
Company Number: fbe4dffd-2f5b-eb11-917e-00155d01c43b
File Number: 1211736600026
Registered Office Address: 8500 Normandale Lake Boulevard #450, Bloomington, MN 55437, USA
Principal Executive Office Address: STE 450, 8500 NORMANDALE LAKE BLVD, BLOOMINGTON, MN 55437–3806, United States
ZIP code: 55437
County: Hennepin County
Place of Formation: Delaware

Central Index Key

CIK number Mailing Address Business Address Phone
1569118 8500 NORMANDALE LAKE BLVD, SUITE 450, BLOOMINGTON, MN, 55437 8500 NORMANDALE LAKE BLVD, SUITE 450, BLOOMINGTON, MN, 55437 952-844-0995

Filings since 2024-10-31

Form type 13F-HR
File number 028-15159
Filing date 2024-10-31
Reporting date 2024-09-30
File View File

Filings since 2024-07-22

Form type 13F-HR
File number 028-15159
Filing date 2024-07-22
Reporting date 2024-06-30
File View File

Filings since 2024-07-12

Form type N-PX
File number 028-15159
Filing date 2024-07-12
Reporting date 2024-06-30
File View File

Filings since 2024-04-26

Form type 13F-HR
File number 028-15159
Filing date 2024-04-26
Reporting date 2024-03-31
File View File

Filings since 2024-02-08

Form type 13F-HR
File number 028-15159
Filing date 2024-02-08
Reporting date 2023-12-31
File View File

Filings since 2023-11-02

Form type 13F-HR
File number 028-15159
Filing date 2023-11-02
Reporting date 2023-09-30
File View File

Filings since 2023-08-03

Form type 13F-HR
File number 028-15159
Filing date 2023-08-03
Reporting date 2023-06-30
File View File

Filings since 2023-05-02

Form type 13F-HR
File number 028-15159
Filing date 2023-05-02
Reporting date 2023-03-31
File View File

Filings since 2023-02-07

Form type 13F-HR
File number 028-15159
Filing date 2023-02-07
Reporting date 2022-12-31
File View File

Filings since 2022-11-07

Form type 13F-HR
File number 028-15159
Filing date 2022-11-07
Reporting date 2022-09-30
File View File

Filings since 2022-07-22

Form type 13F-HR
File number 028-15159
Filing date 2022-07-22
Reporting date 2022-06-30
File View File

Filings since 2022-04-29

Form type 13F-HR
File number 028-15159
Filing date 2022-04-29
Reporting date 2022-03-31
File View File

Filings since 2022-02-03

Form type 13F-HR
File number 028-15159
Filing date 2022-02-03
Reporting date 2021-12-31
File View File

Filings since 2021-11-10

Form type 13F-HR
File number 028-15159
Filing date 2021-11-10
Reporting date 2021-09-30
File View File

Filings since 2021-08-04

Form type 13F-HR
File number 028-15159
Filing date 2021-08-04
Reporting date 2021-06-30
File View File

Filings since 2021-05-03

Form type 13F-HR
File number 028-15159
Filing date 2021-05-03
Reporting date 2021-03-31
File View File

Filings since 2021-01-25

Form type 13F-HR
File number 028-15159
Filing date 2021-01-25
Reporting date 2020-12-31
File View File

Filings since 2020-11-05

Form type 13F-HR
File number 028-15159
Filing date 2020-11-05
Reporting date 2020-09-30
File View File

Filings since 2020-07-24

Form type 13F-HR
File number 028-15159
Filing date 2020-07-24
Reporting date 2020-06-30
File View File

Filings since 2020-05-01

Form type 13F-HR
File number 028-15159
Filing date 2020-05-01
Reporting date 2020-03-31
File View File

Filings since 2020-02-10

Form type 13F-HR
File number 028-15159
Filing date 2020-02-10
Reporting date 2019-12-31
File View File

Filings since 2019-11-01

Form type 13F-HR
File number 028-15159
Filing date 2019-11-01
Reporting date 2019-09-30
File View File

Filings since 2019-07-26

Form type 13F-HR
File number 028-15159
Filing date 2019-07-26
Reporting date 2019-06-30
File View File

Filings since 2019-05-01

Form type 13F-HR
File number 028-15159
Filing date 2019-05-01
Reporting date 2019-03-31
File View File

Filings since 2019-02-07

Form type 13F-HR
File number 028-15159
Filing date 2019-02-07
Reporting date 2018-12-31
File View File

Filings since 2018-11-01

Form type 13F-HR
File number 028-15159
Filing date 2018-11-01
Reporting date 2018-09-30
File View File

Filings since 2018-07-17

Form type 13F-HR
File number 028-15159
Filing date 2018-07-17
Reporting date 2018-06-30
File View File

Filings since 2018-05-10

Form type 13F-HR/A
File number 028-15159
Filing date 2018-05-10
Reporting date 2018-03-31
File View File

Filings since 2018-05-07

Form type 13F-HR
File number 028-15159
Filing date 2018-05-07
Reporting date 2018-03-31
File View File

Filings since 2018-01-31

Form type 13F-HR
File number 028-15159
Filing date 2018-01-31
Reporting date 2017-12-31
File View File

Filings since 2017-11-13

Form type 13F-HR
File number 028-15159
Filing date 2017-11-13
Reporting date 2017-09-30
File View File

Filings since 2017-08-14

Form type 13F-HR
File number 028-15159
Filing date 2017-08-14
Reporting date 2017-06-30
File View File

Filings since 2017-05-10

Form type 13F-HR
File number 028-15159
Filing date 2017-05-10
Reporting date 2017-03-31
File View File

Filings since 2017-02-03

Form type 13F-HR
File number 028-15159
Filing date 2017-02-03
Reporting date 2016-12-31
File View File

Filings since 2016-11-14

Form type 13F-HR
File number 028-15159
Filing date 2016-11-14
Reporting date 2016-09-30
File View File

Filings since 2016-07-22

Form type 13F-HR
File number 028-15159
Filing date 2016-07-22
Reporting date 2016-06-30
File View File

Filings since 2016-04-21

Form type 13F-HR
File number 028-15159
Filing date 2016-04-21
Reporting date 2016-03-31
File View File

Filings since 2016-01-27

Form type 13F-HR
File number 028-15159
Filing date 2016-01-27
Reporting date 2015-12-31
File View File

Filings since 2015-10-28

Form type 13F-HR
File number 028-15159
Filing date 2015-10-28
Reporting date 2015-09-30
File View File

Filings since 2015-07-29

Form type 13F-HR
File number 028-15159
Filing date 2015-07-29
Reporting date 2015-06-30
File View File

Filings since 2015-04-24

Form type 13F-HR
File number 028-15159
Filing date 2015-04-24
Reporting date 2015-03-31
File View File

Filings since 2015-01-28

Form type 13F-HR
File number 028-15159
Filing date 2015-01-28
Reporting date 2014-12-31
File View File

Filings since 2014-10-22

Form type 13F-HR
File number 028-15159
Filing date 2014-10-22
Reporting date 2014-09-30
File View File

Filings since 2014-07-24

Form type 13F-HR
File number 028-15159
Filing date 2014-07-24
Reporting date 2014-06-30
File View File

Filings since 2014-05-05

Form type 13F-HR
File number 028-15159
Filing date 2014-05-05
Reporting date 2014-03-31
File View File

Filings since 2014-01-21

Form type 13F-HR
File number 028-15159
Filing date 2014-01-21
Reporting date 2013-12-31
File View File

Filings since 2013-10-16

Form type 13F-HR
File number 028-15159
Filing date 2013-10-16
Reporting date 2013-09-30
File View File

Filings since 2013-07-19

Form type 13F-HR
File number 028-15159
Filing date 2013-07-19
Reporting date 2013-06-30
File View File

Filings since 2013-04-26

Form type 13F-HR
File number 028-15159
Filing date 2013-04-26
Reporting date 2013-03-31
File View File

Filings since 2013-02-11

Form type 13F-HR
File number 028-15159
Filing date 2013-02-11
Reporting date 2012-12-31
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JNBA 401(K) PLAN 2023 861279106 2024-08-30 JNBA FINANCIAL ADVISORS, LLC. 34
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 9528440995
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, SUITE 450, MINNEAPOLIS, MN, 55437

Signature of

Role Plan administrator
Date 2024-08-30
Name of individual signing RICHARD BROWN
Valid signature Filed with authorized/valid electronic signature
JNBA CASH BALANCE PLAN 2023 861279106 2024-10-11 JNBA FINANCIAL ADVISORS, LLC. 28
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9528440995
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, SUITE 450, MINNEAPOLIS, MN, 55437

Signature of

Role Plan administrator
Date 2024-10-11
Name of individual signing RICHARD BROWN
Valid signature Filed with authorized/valid electronic signature
JNBA CASH BALANCE PLAN 2022 861279106 2023-10-11 JNBA FINANCIAL ADVISORS, LLC 28
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9528440995
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, SUITE 450, MINNEAPOLIS, MN, 55437

Signature of

Role Plan administrator
Date 2023-10-11
Name of individual signing RICHARD BROWN
Valid signature Filed with authorized/valid electronic signature
JNBA 401(K) PLAN 2022 861279106 2023-06-17 JNBA FINANCIAL ADVISORS, LLC 31
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 9528440995
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, SUITE 450, MINNEAPOLIS, MN, 55437

Signature of

Role Plan administrator
Date 2023-06-17
Name of individual signing RICHARD BROWN
Valid signature Filed with authorized/valid electronic signature
JNBA 401(K) PLAN 2021 861279106 2022-06-15 JNBA FINANCIAL ADVISORS, LLC 29
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 9528440995
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, SUITE 450, MINNEAPOLIS, MN, 55437

Signature of

Role Plan administrator
Date 2022-06-15
Name of individual signing RICHARD BROWN
Valid signature Filed with authorized/valid electronic signature
JNBA CASH BALANCE PLAN 2021 861279106 2022-10-07 JNBA FINANCIAL ADVISORS, LLC 24
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9528440995
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, SUITE 450, MINNEAPOLIS, MN, 55437

Signature of

Role Plan administrator
Date 2022-10-07
Name of individual signing RICHARD BROWN
Valid signature Filed with authorized/valid electronic signature
JNBA CASH BALANCE PLAN 2020 861279106 2021-10-12 JNBA FINANCIAL ADVISORS, LLC 20
File View Page
Three-digit plan number (PN) 003
Effective date of plan 2013-01-01
Business code 523900
Sponsor’s telephone number 9528440995
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, SUITE 450, MINNEAPOLIS, MN, 55437

Signature of

Role Plan administrator
Date 2021-10-12
Name of individual signing RICHARD BROWN
Valid signature Filed with authorized/valid electronic signature
JNBA 401(K) PLAN 2020 861279106 2021-05-28 JNBA FINANCIAL ADVISORS, LLC 28
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1998-01-01
Business code 523900
Sponsor’s telephone number 9528440995
Plan sponsor’s address 8500 NORMANDALE LAKE BLVD, SUITE 450, MINNEAPOLIS, MN, 55437

Signature of

Role Plan administrator
Date 2021-05-28
Name of individual signing RICHARD BROWN
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
Richard Brown Agent

Manager

Name Role Address
JNBA Financial Advisors Manager STE 450, 8500 NORMANDALE LAKE BLVD, BLOOMINGTON, MN 55437–3806, United States

Filing

Filing Name Filing date
Original Filing - Limited Liability Company (Foreign) (Business Name: JNBA Financial Advisors, LLC) 2021-01-20

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4513797001 2020-04-03 0508 PPP 8500 NORMANDALE LAKE BLVD, STE 450, MINNEAPOLIS, MN, 55437-3800
Loan Status Date 2020-12-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 565600
Loan Approval Amount (current) 565600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 52934
Servicing Lender Name Choice Financial Group
Servicing Lender Address 4501 23rd Ave South, FARGO, ND, 58104-8782
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address MINNEAPOLIS, HENNEPIN, MN, 55437-3800
Project Congressional District MN-03
Number of Employees 27
NAICS code 523999
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 52934
Originating Lender Name Choice Financial Group
Originating Lender Address FARGO, ND
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 569024.59
Forgiveness Paid Date 2020-11-23

Date of last update: 01 Jan 2025

Sources: Minnesota's Official State Website