Westyn
Bodell

Jnba Financial Advisors, LLC

CRD#6951856
Investment Advisor
in Minneapolis, MN

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About this Advisor

Westyn Bodell is a financial advisor based in Minneapolis, Minnesota with a total of 1 year of industry experience. Bodell works at Jnba Financial Advisors, LLC. Over the course of their career, they have held roles at Ameriprise Financial Services, Inc, Minneapolis Club, Greco, Luther Honda, Macys, Lucky Brand Jeans, Sperry Topsider, Jnba Financial Advisors, LLC, Rob Kale Auto, Down In The Valley, Target and Aeropostale. Bodell holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Minnesota. Jnba Financial Advisors, LLC is a financial advisory firm that has its headquarters in Minneapolis, MN. The investment advisory business has offices in two locations and a total of 32 people on staff. It controls $1 billion in assets across its 3,553 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises seven charitable organizations. Of its 3,553 accounts, 33% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Jnba Financial Advisors, LLC provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually vary depending on the type of services offered. However, fees billed by Jnba Financial Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

$1,296,023,764

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

32

MN Average: 157
Total Number of Accounts

3,553

MN Average: 8,262
Average Account Size

$364,769

MN Average: $640,173

Investment Advisory Services

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

Westyn Bodell Work History

Westyn has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Jnba Financial Advisors, LLC

2018 - 2021 (3 years)

Ameriprise Financial Services, Inc

2016 - 2018 (2 years)

Minneapolis Club

2015 - 2016 (1 year)

Greco

2015 - 2015 (< 1 year)

Luther Honda

2014 - 2014 (< 1 year)

Macys

2014 - 2015 (1 year)

Rob Kale Auto

2014 - 2014 (< 1 year)

Down In The Valley

2014 - 2014 (< 1 year)

Target

2013 - 2014 (1 year)

Lucky Brand Jeans

2013 - 2014 (1 year)

Sperry Topsider

2013 - 2013 (< 1 year)

Aeropostale

*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 Westyn Bodell 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

Westyn Bodell
Minneapolis, MN
Corinn Berken
Minneapolis, MN
Elise Huston
Minneapolis, MN
Alexandra Roth
Minneapolis, MN
Jessica Seifert
Minneapolis, MN
Andrew Buccanero
Minneapolis, MN
Stephanie Rossi
Minneapolis, MN
Courtney Swayze
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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