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)

Barron's Ranked for Six Years

Barron's seal

Richard S. Brown and JNBA Financial Advisors are proud to have been named to Barron’s list of the 1,200 top advisors in the country for six consecutive years. In 2015, our firm landed as the top Registered Investment Advisor in Minnesota and one of the state’s top two financial advisors overall. Even more rewarding, we have maintained a 96% client retention rate since we began tracking it 14 years ago. “Our fierce independence and commitment to always acting in our clients’ best interests is at the heart of who we are. We continue to hear from our clients that they really value the fact that we’ve stayed true to that client-centric philosophy for nearly four decades.” – Kim Brown, JNBA President.  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 2/22/10, 2/21/11, 2/20/12, 2/18/13, 2/24/14 and 2/23/15 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.

Recent Activity
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Posted Monday Jun 29, 2015
Global markets sold off in the wake of the unraveling crisis in Greece as concerns over the value of global debt rippled into investors dumping riskier assets such as stocks.  The flight from …
Posted Monday Jun 29, 2015
JNBA Senior Advisor and Chief Investment Officer Michael Bilotta shared his thoughts with KARE 11 viewers on the importance of saving, particularly when it comes to establishing an emergency …
Posted Monday Jun 22, 2015
MINNEAPOLIS (June 18, 2015) — For the second consecutive year, the Financial Times has named JNBA Financial Advisors to its 300 Top Registered Investment Advisers list, which included the …
Posted Friday Jun 19, 2015
Earlier this week the entire JNBA staff worked together to make 300 sandwiches for The Sandwich Project Minnesota.  The organization was founded with the goal of helping feed 150 homeless people …
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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

 

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

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