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JNBA News
To help ensure year-end strategies and appropriate paperwork are executed in time, TD Ameritrade deadlines are below. Please be aware that some deadlines are 2-3 weeks earlier than previous years. Required Minimum Distributions (RMDs): December 1 Roth IRA Conversions: December 1 Establishing a 2021 Qualified Retirement Plan (QRP): Plan sponsor’s tax filing deadline, plus extensions...
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Being recognized for your work is always gratifying, and it resonates especially strongly when your team steps up during a difficult time in an effort to exceed your – and your clients’ – expectations. That’s especially true this year as all of us continue to navigate the pandemic and its challenges. Our JNBA team is...
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All of us at JNBA are thrilled that the Minneapolis/St. Paul Business Journal named our firm to its 2021 Best Places to Work list. JNBA ranked 7th in the Small category; this is the second time we’ve won the award. The rankings are based on a confidential survey that asked employees at businesses in the...
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Congratulations to Kim and Richard S. Brown on being named two of 32 Notable Leaders in Finance by Twin Cities Business Magazine. The magazine cited their leadership during the pandemic as they shifted the JNBA team to working fully remotely, while maintaining the firm’s disciplined process and ensuring we stayed in close contact with our...
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It’s a hat trick! We’re thrilled to announce that for the third time in eight years, Barron’s ranked JNBA Financial Advisors CEO Richard S. Brown the top financial advisor in Minnesota. Richard and JNBA previously took the top spot on Barron’s Minnesota list in 2014 and 2018, with this year marking the 12th consecutive year...
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This time of uncertainty and volatility has compelled us, like so many other companies, to really look at who we are and why we do what we do. As we’ve been taking a deeper dive into how effectively we’ve been living our “why,” as Simon Sinek likes to say, it’s crystal clear that it’s our...
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All of us at JNBA are proud to share that CEO Richard S. Brown has been named to Forbes’ 2020 list of Best-In-State Wealth Advisors. Richard was named one of Minnesota’s top three financial advisors, appearing on the list as the state’s top independent Registered Investment Advisor (RIA). Each of the more than 4,000 advisors...
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Recent Posts

Q4 2021 Economic and Market Update
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Open Enrollment Reminder & Employer-Sponsored Retirement Plans
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Dependent Children & 2021 Tax Credit
November 4, 2021

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