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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

JRA FINANCIAL ADVISORS, INC.

CRD 117824

MAPLE GROVE, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ce54f22-1169-ac8f-80da-791a66e8b7ce

Data as of Mar 19, 2014 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 0
On other graphs: 0
Observed: Mar 21, 2012 to Mar 19, 2014
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 17
Advisory employees: 7
SEC number: 801-62416
CRD: 117824
Filings on the tape: 5
First filed: Mar 21, 2012
Latest filed: Mar 19, 2014
Organised: Corporation, Minnesota

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MOSS, KATHERINE, LYNN	PRESIDENT, CEO	E	yes	01/2005	Mar 21, 2012	Mar 19, 2014
HATLESTAD, AIMEE, JEAN	EXECUTIVE PLANNER	A	no	01/2006	Mar 21, 2012	Mar 19, 2014
MACHLITT, MELISSA, RAE	VP SALES MARKETING	A	no	08/2002	Mar 21, 2012	Mar 19, 2014
STOTTS, COLETTE, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	08/2004	Mar 21, 2012	Mar 19, 2014

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2013	Mar 19, 2014	n/a	n/a	17	7	n/a	n/a	n/a
2012	Feb 27, 2013	$102M	$0	17	7	n/a	n/a	n/a
2011	Mar 21, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2013	n/a	$102M	n/a	n/a	n/a	17	17	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORNET WEALTH PARTNERS	2	Feb 15, 2017	Apr 18, 2017	MAPLE GROVE, MN	Team lift out	Other	28.6%
CETERA ADVISOR NETWORKS LLC	4	Feb 15, 2017	Feb 13, 2017	MAPLE GROVE, MN	Firm absorbed	Other	57.1%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CETERA ADVISOR NETWORKS LLC	2	May 14, 2021	Oct 18, 2016	MINNETONKA, MN	Team lift out	Other	0.5%

Relationships

Owns (3)

← MACHLITT, MELISSA, RAEOwnerVP SALES MARKETING, ownership code A, individual
Mar 21, 2012 to presentfactForm ADV
← STOTTS, COLETTE, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 21, 2012 to presentfactForm ADV
← HATLESTAD, AIMEE, JEANOwnerEXECUTIVE PLANNER, ownership code A, individual
Mar 21, 2012 to presentfactForm ADV

Controls (1)

← MOSS, KATHERINE, LYNNOwnerPRESIDENT, CEO, ownership code E, individual
Mar 21, 2012 to presentfactForm ADV

Moved with (3)

→ ADVISORNET WEALTH PARTNERSRegistered adviser2 advisors, team lift out, same day
Feb 15, 2017 to Apr 18, 2017factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviser4 advisors, firm absorbed, same day
Feb 15, 2017 to Feb 13, 2017factForm ADV
← CETERA ADVISOR NETWORKS LLCRegistered adviser2 advisors, team lift out
May 14, 2021 to Oct 18, 2016factForm ADV

Registered with (7)

← MELISSA RAE MACHLITTAdvisorregistration: previous registration
Jan 13, 2014 to Feb 15, 2017factForm ADV
← Billie Van LithAdvisorregistration: previous registration
Jan 13, 2014 to Feb 15, 2017factForm ADV
← STEPHANIE LYNN DANFORTH JOHNSONAdvisorregistration: previous registration
Jan 8, 2014 to Feb 15, 2017factForm ADV
← ANGELA KAREN STONEAdvisorregistration: previous registration
Jan 13, 2014 to Feb 15, 2017factForm ADV
← ALAN LLOYD JOHNSONAdvisorregistration: previous registration
Jan 13, 2014 to Feb 15, 2017factForm ADV
← TYLER W ARMSTRONGAdvisorregistration: previous registration
Oct 18, 2016 to Feb 15, 2017factForm ADV
← DANIEL ROBERT ERDMANNAdvisorregistration: previous registration
Oct 18, 2016 to Feb 15, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ce54f22-1169-ac8f-80da-791a66e8b7ce
First observed: Mar 21, 2012
Last observed: Mar 19, 2014 152 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JRA FINANCIAL ADVISORS, INC.

CRD 117824

MAPLE GROVE, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ce54f22-1169-ac8f-80da-791a66e8b7ce

Data as of Mar 19, 2014 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MOSS, KATHERINE, LYNN

PRESIDENT, CEO

yes

01/2005

Mar 21, 2012

Mar 19, 2014

HATLESTAD, AIMEE, JEAN

EXECUTIVE PLANNER

01/2006

Mar 21, 2012

Mar 19, 2014

MACHLITT, MELISSA, RAE

VP SALES MARKETING

08/2002

Mar 21, 2012

Mar 19, 2014

STOTTS, COLETTE, MARIE

CHIEF COMPLIANCE OFFICER

08/2004

Mar 21, 2012

Mar 19, 2014

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2013

Mar 19, 2014

n/a

2012

Feb 27, 2013

$102M

n/a

2011

Mar 21, 2012

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2013

n/a

$102M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORNET WEALTH PARTNERS

Feb 15, 2017

Apr 18, 2017

MAPLE GROVE, MN

Team lift out

Other

28.6%

CETERA ADVISOR NETWORKS LLC

Feb 15, 2017

Feb 13, 2017

MAPLE GROVE, MN

Firm absorbed

Other

57.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CETERA ADVISOR NETWORKS LLC

May 14, 2021

Oct 18, 2016

MINNETONKA, MN

Team lift out

Other

0.5%