JS
JS

Jessica Ruth Seifert

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
1,091 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.65%

Fees are negotiable and may vary based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
Loading...

Location

8500 Normandale Lake Blvd, Suite 450, Bloomington, MN, 55437

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Jnba Financial Advisors, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Brighton Jones LLC
October 2019 - November 2022 · 3 yrs 1 mo
Lockton Investment Advisors, LLC
August 2016 - July 2019 · 2 yrs 11 mos
Lockton Financial Advisors, LLCBroker
August 2016 - July 2019 · 2 yrs 11 mos
Resources Investment Advisors
January 2015 - August 2016 · 1 yr 7 mos
LPL Financial LLC
January 2015 - August 2016 · 1 yr 7 mos
LPL Financial LLCBroker
November 2013 - August 2016 · 2 yrs 9 mos
Vanguard Marketing CorporationBroker
September 2011 - July 2013 · 1 yr 10 mos
State Registrations2 states
MNTX
Advisor
Exams
No exam information available for this advisor.
Jessica Ruth Seifert - Financial Advisor | TrueAdvisor