Joshua
Justin

Jnba Financial Advisors, LLC

CRD#7437682
Investment Advisor
in Minneapolis, MN

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About this Advisor

Joshua Justin is a financial advisor based in Minneapolis, Minnesota, working with Jnba Financial Advisors, LLC. Joshua has previously held positions at Jnba Financial Advisors, LLC, Black Line Group, and Wipfli Llp. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Joshua is part of Jnba Financial Advisors, LLC, which operates out of Minneapolis, Minnesota. The firm has 2 offices and 36 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Jnba Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8500 Normandale Lake Blvd Suite 450
Minneapolis, MN 55437

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Jnba Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$1,504,889,369

MN Average: $5,289,111,388
Total Number of Employees

36

MN Average: 157
Total Number of Accounts

3,685

MN Average: 8,262
Average Account Size

$408,382

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Joshua Justin Work History

2021 - Present (4 years)

Jnba Financial Advisors, LLC

2018 - 2021 (3 years)

Black Line Group

2014 - 2018 (4 years)

Wipfli Llp

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Disclosures

Please visit the SEC profile of Joshua Justin 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

Joshua Justin
Minneapolis, MN
Erika Olsen Martinez
Minneapolis, MN
Andrew Truax
Minneapolis, MN
Westyn Bodell
Minneapolis, MN
John Schlueter
Minneapolis, MN
Lucas Traxler
Minneapolis, MN
Jessica Seifert
Minneapolis, MN
Noel Silker
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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