Who We Are
At JNBA, we pride ourselves on our independence, our disciplined investment strategy, our 96% client retention rate, and our valuable comprehensive financial planning services, which we feel are essential to any sound investment plan. If you would like a complimentary consultation to learn more about why clients are choosing JNBA, please contact us.
Barron's Ranked Advisor
The only Minnesota firm to be named to this prestigious national list, we are incredibly proud of this opportunity to be recognized for our independence. Coming from Barron’s, along with our 96% client retention rate since we began tracking in 2001, it reinforces just how important the client-centric philosophy we have adhered to for the past four decades is to our clients and our industry. Our independence – and particularly our status as a Registered Investment Advisor – is woven into every aspect of our firm’s DNA and informs and supports everything we do. View Press Release »
Celebrating 5 Years Serving the Duluth Community
This year we celebrate 5 years serving the Duluth community. What began as a commitment to academia has evolved over the years to not only include the student population of this thriving city, but also a group of valued clients to whom we are honored to provide independent investment management and financial planning services. We have been fortunate to meet and get to know so many Duluthians in our time here so far and have enjoyed the financial educational opportunities we have made available to the community as a whole. We look forward to a long future and to the continued growth of our client base in the Twin Ports area. Learn more »
*As seen in the 8/24/15 issue of Barron's. Rankings and/or recognition by publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of JNBA by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of JNBA's current written disclosure statement discussing advisory services and fees is available upon request. Rankings are generally limited to participating advisors. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.