JNBA's fee only financial advising helps individuals and families plan for the a bright future.

Individuals / Families

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JNBA's fee only financial advising helps individuals and families plan for the a bright future.

Businesses

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 JNBA has established a disciplined investment process and customized solutions that can result in better risk-adjusted returns for endowments and foundations

Nonprofit

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 JNBA’s Family Office Advisor Team takes a holistic approach, assessing nearly every aspect of our clients professional and personal lives, including family financial services, administrative services, governance support, philanthropy, gift giving, and lifestyle management support

Family Office

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Asset Management. Comprehensive Planning.
Life Enrichment.

  • For investors who expect a higher standard of financial planning and asset management, JNBA seeks to consistently deliver it. We provide nationally ranked wealth management services and deliver a superior client experience.
  • Our story is about pioneering independence and the no-conflict-of-interest fiduciary model that others can copy, but never emulate.
  • We are driven to become your trusted financial partner. Our people not only deliver nationally recognized results but also raise the bar on personal attention, loyalty, and ethics. In other words, we help you build and protect your wealth and feel good about how you’re doing it.

Learn More About the JNBA Difference

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

VIEW OUR ACCOLADES

WANT TO EXPERIENCE THE JNBA DIFFERENCE FIRSTHAND?

Share your goals with someone who really listens.

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