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Jessica R. Seifert

JNBA FINANCIAL ADVISORS
Bloomington, MN 55437
Some features on this profile are disabled
CRD#: 5968563
JS

Professional summary

Jessica Ruth Seifert, who also goes by Jessica R Henderson, Jessica Ruth Henderson, is a registered financial advisor currently at JNBA FINANCIAL ADVISORS, LLC located in Bloomington, Minnesota.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jessica has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jessica R Henderson | Jessica Ruth Henderson

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 Jessica Ruth Seifert'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®
None

Experience

Current

November 16, 2022 - Present

JNBA FINANCIAL ADVISORS, LLC

Office #1: 8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437
RIA
CRD#: 106550
Bloomington, MN
Past

October 30, 2019 - November 21, 2022

BRIGHTON JONES LLC

RIA
CRD#: 108601
SEATTLE, WA
Past

August 19, 2016 - July 15, 2019

LOCKTON INVESTMENT ADVISORS, LLC

RIA
CRD#: 144133
Charlotte, NC
Past

August 19, 2016 - July 15, 2019

LOCKTON INVESTMENT SECURITIES, LLC

BD
CRD#: 137476
CHARLOTTE, NC
Past

January 9, 2015 - August 2, 2016

ONEDIGITAL

RIA
CRD#: 106766
GOLDEN VALLEY, MN
Past

January 7, 2015 - August 12, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
GOLDEN VALLEY, MN
Past

November 21, 2013 - August 12, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
GOLDEN VALLEY, MN
Past

September 9, 2011 - July 11, 2013

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC

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, 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
(11/16/2022)
IAR
Texas
(11/7/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/6/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/22/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/2011
General Securities Representative Examination

Current Firm

JNBA FINANCIAL ADVISORS, LLC
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
34

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (3/2/2025)

Regulatory assets under management

Total Number of Accounts3,901
AUM (Assets Under Management)$ 1,683,609,117

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

JNBA FINANCIAL ADVISORS, LLC

JNBA FINANCIAL ADVISORS, LLC

CRD#: 106550Bloomington, MN 55437

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