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.
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.
Wall Street Journal: Does Your "Fee-Only" Advisor Charge Commission? JNBA Doesn't.
Did you see the 9/20/13 Wall Street Journal article that discusses how some “fee-only” advisors aren’t fee-only at all because they also charge commissions?
In the article, Ron Rhoades, who directs the financial-planning program at Alfred State College in Alfred, N.Y., says that some advisors are “holding themselves out to the public as ‘fee only’ because they know those words attract clients. But if you charge fees and commissions, then you are saying one thing when you are another. That’s a bait-and-switch tactic that is inherently misleading.”
JNBA is proud to be an independent fee-only Registered Investment Advisor, with no hidden costs or commissions.