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.
The Many Faces of Aging
Having discussions about the emotional, financial and medical issues that come along with getting older can be particularly tough for parents and their adult children. Even though the roadmap for each family is different, everyone needs a plan. Make sure your decisions and plans are captured in the appropriate financial and legal documentation, including an updated will, a health care directive, power of attorney and long-term care insurance.
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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 and 3/7/16 issues 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.