Elise Huston Shares Insights in Mpls. St. Paul Magazine on How JNBA Partners with Millennial Clients
The new issue of Mpls. St. Paul Magazine features a story on how millennials are embracing vastly different financial priorities and habits than previous generations, and the editors invited JNBA to be part of the conversation. The magazine spoke with JNBA Advisory Services Manager Elise Huston, CFP®, on the topic as part of its “The […]
Back-to-Back Barron’s Nods: JNBA CEO Richard S. Brown Named Top Financial Advisor in Minnesota for 2nd Year in a Row
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 […]
A Decade of Recognition: Five Star Wealth Manager Award
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 […]
Planning for the future: Upsize Magazine features JNBA’s Elise Huston
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 […]
For the seventh year JNBA and Richard S. Brown named to Barron’s Top 100 Independent Advisors list
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 […]
Minneapolis/St. Paul Business Journal Names JNBA to 2021 Best Places to Work List
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 […]
5 Things to Consider When Hiring a Financial Advisor
When you’re considering working with a financial advisor, it’s no secret that it’s critical to partner with someone who’s aligned with your values and priorities. But how do you ensure you find an advisor who’s just the right fit? Authority Magazine recently interviewed JNBA President, Kim Brown, about the most important questions to ask when […]
Twin Cities Business Names Kim and Richard S. Brown to 2021 List of Notable Leaders in Finance
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 […]
Barron’s Ranks JNBA Financial Advisors CEO Richard S. Brown Minnesota’s Top Financial Advisor
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 […]