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.
Although 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.