Client Access  |  Careers & Advisory Teams

Advice Driven by Advocacy®

We’re not only your financial advisor. We’re your advocate.

For over 40 years, JNBA Financial Advisors has championed a client-first philosophy. As an independent fee-only fiduciary advisor, we pride ourselves on delivering customized financial life planning and investment strategies that are designed to maximize your resources. Learn More »

Who we are

Advice Driven by Advocacy®

As your advocate, we focus on helping you achieve your goals above all else. We take time to understand your pain points, passions, principles, and pursuits. We use this knowledge to develop custom, actionable, and efficient strategies to drive progress toward your goals. The result? Ongoing communication, collaboration with other professionals, and a custom, focused plan to help you arrive at your personal financial destination – wherever that may be.

WHO WE SERVE

An Advocate Throughout All Stages of Life

INSIGHTS

Sharing our perspective on topics that matter.

Documents to Keep

As spring emerges, it’s not just our homes that could use a thorough cleaning – our financial spaces could benefit from a tidy-up, too. This

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Tax Season Reminders

As we prepare for the upcoming tax filing season, here are a few reminders: 1099 DELIVERY REMINDERS Most TD Ameritrade and Schwab 1099s should be

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