Brendan James Doherty
Investment adviser representative at Jnba Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$2BFirm assets
42 yearsFirm in business
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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
10 years in the industry.
- Jnba Financial Advisors, LLCJun 2024 to now
- Merus Global InvestmentsJun 2019 to May 2024
- Winthrop Wealth ManagementMay 2017 to May 2019
- Boston CollegeAug 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6936658
- Firm CRD
- 106550