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JNBA News
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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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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