Michael Neil Bilotta
Investment adviser representative at Jnba Financial Advisors, LLC
29 yearsExperience
2 statesRegistered in
ChFC®Designation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Jnba Financial Advisors, LLCJan 2017 to now
- Jnba Financial AdvisorsMay 1997 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Jnba Financial Advisors, LLC
$2BAssets managed
1,115Clients
30Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2922318
- Firm CRD
- 106550