Courtney
Swayze
Jnba Financial Advisors, LLC
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About this Advisor
Courtney Swayze is a financial advisor based in Minneapolis, Minnesota with a total of 2 years of industry experience. Swayze is currently employed by Jnba Financial Advisors, LLC. Over the course of their career, Swayze has held roles at Target, Corp, The Sweet Retreat Cupcake Boutique, Braun Renovation, Lost Larson, Coleman & Associates and Jnba Financial Advisors. Swayze maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Minnesota and Texas. Jnba Financial Advisors, LLC is a registered investment company headquartered in Minneapolis, MN. The company has offices in two locations and a total of 32 employees. It manages $1 billion in assets under management across its 3,553 accounts, placing it among the biggest firms in the country by assets under management. The firm serves seven charitable organizations. Of its 3,553 client accounts, 33% are held by high-net-worth investors who have greater than $1 million in assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules depend on which services the firm provides the client. Fees billed by Jnba Financial Advisors, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jnba Financial Advisors, LLC Brokerage Details
$1,296,023,764
32
3,553
$364,769
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Courtney Swayze Work History
Courtney has been registered as a financial advisor for 2 years.*
Jnba Financial Advisors
Coleman & Associates
Lost Larson
Braun Renovation
The Sweet Retreat Cupcake Boutique
Target, Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Courtney Swayze to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jnba Financial Advisors, LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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