Stephanie J. Rossi

JNBA FINANCIAL ADVISORS

Bloomington, MN 55437

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CRD#: 4604198

Professional summary

Stephanie Jean Rossi, CFP®, who also goes by Stephanie Jean Goda, is a registered financial advisor currently at JNBA FINANCIAL ADVISORS, LLC located in Bloomington, Minnesota.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stephanie has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephanie Jean Goda

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Jean Rossi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Current

January 9, 2014 - Present

JNBA FINANCIAL ADVISORS, LLC

Office #1: 8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437

RIA

CRD#: 106550

Bloomington, MN

Past

October 12, 2007 - February 22, 2012

JFS WEALTH ADVISORS, LLC

RIA

CRD#: 145051

HERMITAGE, PA

Past

December 4, 1997 - October 31, 2007

JFS WEALTH ADVISORS, LLC

RIA

CRD#: 107413

HERMITAGE, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JNBA FINANCIAL ADVISORS, LLC

JNBA FINANCIAL ADVISORS INC | JNBA FINANCIAL ADVOCATES | JNBA FINANCIAL ADVISORS, LLC

CRD#: 106550 / SEC#: 801-21522

RIA

Registered Investment Advisory firm - (6/29/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(1/9/2014)

IAR

Texas
(11/4/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

JNBA FINANCIAL ADVISORS, LLC

JNBA FINANCIAL ADVISORS INC | JNBA FINANCIAL ADVOCATES | JNBA FINANCIAL ADVISORS, LLC

CRD#: 106550 / SEC#: 801-21522

RIA

Registered Investment Advisory firm - (6/29/1984 Approved)

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Contact information

Main Address

8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437

Mailing Address

Phone number

(952) 844-0995

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/2/2025)

Regulatory assets under management

Total Number of Accounts	3,901
AUM (Assets Under Management)	$ 1,683,609,117

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/17/2025	Cover Page	Report
12/26/2024	Cover Page	Report
02/23/2024	Cover Page	Report
06/21/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Stephanie J. Rossi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Jean Rossi's CRS (Customer Relationship Summary).

Certified licenses

Experience

JNBA FINANCIAL ADVISORS, LLC

JFS WEALTH ADVISORS, LLC

JFS WEALTH ADVISORS, LLC

Primary Firm SEC Registration

JNBA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

JNBA FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

JNBA FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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