Alexandra Roth (CRD# 7426214) is an Investment Advisor Representative working at Jnba Financial Advisors, LLC in Bloomington, MN and has 1 year of experience in the finance industry.
CRD# 4898817
Raymond James & Associates, Inc.
CRD# 5002363
Lundeen Abrams Advisors, LLC
CRD# 6559296
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jnba Financial Advisors, LLC | Bloomington, MN | May 2022 - Current | 2 |
| Columbia Threadneedle Investments, Ameriprise | Minneapolis, MN | Jul 2021 - May 2022 | < 1 |
| Wells Fargo | Minneapolis, MN | Dec 2019 - Jul 2021 | 1 |
| Hamline University | St. Paul, MN | Sep 2014 - Dec 2019 | 5 |
| Wells Fargo | Minneapolis, MN | Jul 2019 - Aug 2019 | < 1 |
| Forest Lake High School | Forest Lake, MN | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- MN
-
Total Assets Under Management1,505MILLIONS
-
Total Number of Accounts3,685ACCOUNTS
-
Average Account Value$408,382
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, DC, FL, IA, IL, MA, MI, MN, MT, ND, NE, NH, NJ, NM, NY, OH, PA, SC, SD, TX, VA, WA, WI
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