Paul Daniel Scoles
Investment adviser representative at Jnba Financial Advisors, LLC
7 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
7 years in the industry.
- Jnba Financial Advisors, LLCNov 2023 to now
- Cetera Investment AdvisersJun 2023 to Nov 2023
- Cetera Advisor NetworksJun 2021 to Nov 2023
- Mcfee Financial GroupFeb 2021 to Nov 2023
- Wells Fargo BankJan 2020 to Feb 2021
- Saint Cloud State UniversityAug 2016 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7336164
- Firm CRD
- 106550