JNBA Financial Advisors
FEEL GOOD about your money

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.

Top Financial Advisers (Financial Times)

Torch Award for Ethics

Independence Wins.

Barron's Top 100 Independent Advisor

JNBA is the only Minnesota firm on Barron’s Top 100 Independent Financial Advisors list for 2015.  We’re proud of this achievement.  But we’re even more proud of the independence that allows us to focus on your total financial well-being.  As Personal Trusted Advisors who continually seek to raise the bar on service, attentiveness, and ethics, we strive to give our clients a level of confidence that’s rare, refreshing, and frankly, hard to put into words. 

So we’ll just say this: 
Once you’re with us, you’ll know.    
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.

Recent Activity
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Posted Thursday Feb 04, 2016
At year end we passed along news of a new tax law entitled Protecting Americans from Tax Hikes (PATH) Act of 2015.  This Act includes 50 or so tax provisions that are routinely …
Posted Monday Dec 07, 2015
End-of-Year Financial Checklist While many are thinking about the start of the holiday season, at JNBA we are gearing up for end-of-year planning. This year, we created a year-end financial checklist …
Posted Tuesday Dec 01, 2015
The holiday season can be an inspirational time of year, prompting generosity and seasonal giving to charitable organizations in your community.  For those thinking about making charitable …
Posted Tuesday Nov 03, 2015
The Bipartisan Budget Act of 2015 (recently signed into law) has created some key changes to Social Security, ending two popular filing strategies: file-and-suspend and filing a restricted claim for …
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JNBA Financial Advisors

8500 Normandale Lake Boulevard, Suite 450, Minneapolis MN 55437
952.844.0995     800.675.4793     info@jnba.com

 

Duluth MN
218.249.0044     800.675.4793   

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