Driven Advocates. Authentic Advice.
The higher your net worth, the higher your anxiety index may soar. Complexities multiply. More variables come into play. At times like these, whose advice do you value most? The team who looks out for your needs, and your needs alone. Who champions for you, every day. Who provides a continuous, comprehensive, and coordinated approach to wealth management and mentors your money through every mile of your journey.
JNBA Financial Advisors’ client-first philosophy goes back to our founding days over 40 years ago. During that time we have been recognized for our client and community work, including Financial Times naming JNBA to their 300 Top Registered Investment Advisors list and Barron’s ranking CEO Richard S. Brown and JNBA as a top financial advisor in Minnesota in 2022 and 2021. But what’s most important to us is that since we began tracking in 2001, JNBA has maintained a client retention rate of 97 percent.
To learn more about how advice driven by advocacy® could help you, begin a conversation with our team by filling out the form below.
*As seen in the 07/20/07, 07/11/08, 2/22/10, 2/21/11, 2/20/12, 2/18/13, 2/24/14, 2/23/15, 8/24/15, 3/7/16, 8/29/16, 3/6/17, 9/18/17, 3/12/18, 9/17/18, 3/11/19, 9/16/19, 3/16/20, 9/14/20, 3/15/21, 9/20/21, & 3/14/22 issues of Barron‘s magazine. Barron‘s is a trademark of Dow Jones & Company, Inc. All Rights Reserved. As seen in the Financial Times magazine issues 6/27/19, 6/28/18, 6/16/16, 6/18/15, & 6/26/14. Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should 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. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, JNBA did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of JNBA by any of its clients. ANY QUESTIONS: JNBA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
For complete disclosure information, please visit https://jnba.com/disclosure/.