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.
Proud. Humbled. Barron's Ranked.
Our valued clients and friends: Many of you have been with us since the early years, and some we are just getting to know, but we humbly owe this tremendous honor to you. Without your trust over our 35 years in business, our hard work and determination to continue to improve the service we provide would be lost. Although it is our fifth year making this prestigious list, 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 »
New Resources Available Through JNBA.com!
As a trusted advisor to our clients, we have pulled together a collection of valuable checklists, links, and videos to help you navigate some of life’s important transitions and decisions such as health care and retirement.
*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.