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)

Proud. Humbled. Barron's Ranked.

Barron's sealAlthough this is our fifth year making the Barron’s List of Top 1200 Advisors, the milestone of being ranked #1 in our state is an honor second only to our 96% client retention rate since 2001, which we view as the greatest compliment of all. All of us at JNBA are proud to be a Registered Investment Advisor and feel strongly that this designation supports the philosophy that our firm has lived and breathed from the beginning: to sit on the same side as our clients and serve their best interests. View Press Release »

 
JNBA Annual Client Event

On October 23, 2014 JNBA will be proud to present
the third annual JNBA Market Outlook Panel Event at Interlachen Country Club. This year’s panelists will
discuss recent market conditions as well as offer their perspective on what they see for the months and year ahead. This has historically been a very popular event among our clients, and we look forward to seeing you all again. Register Here »

 

Financial Basics Education

All too often, our younger generation of recent college graduates and young professionals are left fending for themselves to make educated financial decisions. This results in them leaving opportunities on the table and makes them vulnerable to missteps that could impact their long-term financial future. Utilizing the talent of our recent class of interns and the experience of our tenured Advisory Team, we have put together a series of videos that address the financial problems that young adults face today including goal setting, credit scores, managing debt, and much more. View Videos »

 

*As seen in the 07/20/07, 07/11/08, 2/22/10, 2/21/11, 2/20/12, 2/18/13 and 2/24/14 issues of Barron's and the 8/27/07 and 8/18/08 issues of Minneapolis/St. Paul Business Journal. 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Recent Activity
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Posted Thursday Sep 18, 2014
TD Ameritrade Takes Steps to Further Protect JNBA Clients As reminder to our clients, in the May 2014 quarterly newsletter we shared that TD Ameritrade is taking steps to further protect and …
Posted Monday Sep 15, 2014
JNBA Financial Advisors is proud to welcome the newest addition to our client service team, Andrew Guizzetti. Although he has lived in the area for close to a year, Andrew is originally from …
Posted Thursday Sep 04, 2014
Long-term care insurance can be a complicated and often sensitive topic for individuals and families planning for their financial future. There is no cookie cutter approach to a solution that is …
Posted Tuesday Aug 05, 2014
JNBA’s Office Manager/Compliance Coordinator Danielle Belmore was delighted to volunteer as a camp counselor at Special Olympics Minnesota’s Summer Sports Camp last week. The annual …
View All Recent Activity »
JNBA Financial Advisors

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

 

11 E. Superior Street, Suite 130, Duluth MN 55802                                                                              218.249.0044     800.675.4793   

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