Jessica Seifert, financial advisor Bloomington MN

Jessica Seifert

CRD Number: 5968563
Current Firm: Jnba Financial Advisors, LLC

Jessica Seifert (CRD# 5968563) is an Investment Advisor Representative working at Jnba Financial Advisors, LLC in Bloomington, MN and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Jnba Financial Advisors, LLC Bloomington, MN Oct 2022 - Current 1
Brighton Jones LLC Seattle, WA Sep 2019 - Oct 2022 3
Lockton Companies LLC Charlotte, NC Aug 2016 - Jul 2019 2
Lpl Financial Golden Valley, MN Nov 2013 - Aug 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Jessica R. Seifert
Phone Number: 952-844-0995
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    1,505
    MILLIONS
  • Total Number of Accounts
    3,685
    ACCOUNTS
  • Average Account Value
    $408,382
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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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