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JNBA News
With thankfulness and gratitude at the forefront of the season, we reflect on one of our most meaningful accomplishments of 2022: For the third time, JNBA was named to Minneapolis/St. Paul Business Journal’s Best Places to Work list in the small company category. In addition to noting the multiple benefits for our employees — from...
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To help ensure year-end strategies and appropriate paperwork are executed in time, please note the upcoming TD Ameritrade deadlines below. Required Minimum Distributions: Distributions requiring signed paperwork should be submitted by December 2 to allow time for processing All distributions must be cleared/posted to accounts by December 30 Roth IRA Conversions: December 2 Establishing a 2022 Qualified...
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For the eighth year in a row, Barron’s has named JNBA Financial Advisors’ CEO Richard S. Brown to its list of the Top 100 Independent Advisors. Richard and JNBA are the top-ranked Minnesota financial advisor on the list and ranked 51st in the country. Our independence is such an important part of who we are,...
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For the second year in a row, Minneapolis/St. Paul Business Journal has named JNBA Financial Advisors to its Best Places to Work list. This is our third time being named to the list, and we couldn’t be more proud to receive this important recognition. A heartfelt thank you to the JNBA team for your unwavering...
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Whether you tackled some spring cleaning or have it on your to-do list, we are happy to support your efforts by bringing back the JNBA Shredding Event. Stop by our Bloomington office any time 9:00 – 11:30 a.m. on Saturday, June 25. A Shred-N-Go truck and JNBA team members will be at the ready to...
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For the second year in a row, Barron’s has ranked JNBA Financial Advisors CEO Richard S. Brown the top financial advisor in Minnesota. While JNBA and Richard have taken the top spot on Barron’s Minnesota list a total of four times — in 2014, 2018, 2021, and 2022 — this is the first time he...
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Once again this year, five of JNBA’s senior advisory team members have received the Five Star Wealth Manager award based on 10 objective eligibility and evaluation criteria including client retention and a regulatory review. According to Five Star Professionals, the program’s objective is to recognize wealth management professionals who “show a commitment to clients, demonstrate...
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As we enter the new year, the pandemic continues to have many investors and business owners taking stock of where they are and where they want to be. JNBA Financial Advisors’ Advisory Services Manager Elise Huston discusses the shift in planning for the future in the latest issue of Upsize Magazine. In the article, Elise...
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The start of the holiday season also marks the home stretch for year-end planning. Here are a few key items to consider prior to the end of 2021. Investment Portfolio Review The end of the year is a great time to look at your investment and retirement accounts to better understand how they all fit...
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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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2022 Year-End Deadlines 
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