Marquesen Dorothy Ryan
Investment adviser representative at Jnba Financial Advisors, LLC
10 yearsExperience
2 statesRegistered 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, LLCApr 2025 to now
- Professional Planning GroupMay 2023 to Feb 2025
- Johnson & Wales UniversityAug 2021 to May 2024
- Granite CityApr 2021 to Jun 2021
- Crisp & GreenApr 2019 to Dec 2020
- Buffalo Wild WingsFeb 2018 to Apr 2019
- Becker High SchoolJun 2016 to Dec 2019
- UnemployedApr 2016 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7732940
- Firm CRD
- 106550