Six JNBA Team Members Receive 2023 Five Star Wealth Manager Award
We’re starting off 2023 strong with some great news: Six of JNBA’s senior advisory team members have received the 2023 Five Star Wealth Manager award for their advocacy to clients, colleagues, and community. While five JNBA advisors have received the award previously, we welcome another colleague to the list of 2023 recipients: The Five […]
JNBA Named a Best Place to Work for Second Year in a Row
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 […]
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 […]
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 […]
Richard S. Brown Shares Benefits of Frequent Portfolio Reviews with Barron’s
Barron’s Advisor wrapped up 2021 by sharing “some of the most interesting things our subjects have had to say in recent months,” including a conversation with JNBA Chairman and CEO Richard S. Brown. In “Best Advisor Interviews: 10 Answers to Get You Thinking,” writer Steve Garmhausen asked Richard to explain JNBA’s “stepped-up rebalancing” approach of […]
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 […]
Barron’s Features JNBA Chairman and CEO Richard S. Brown
As part of its Advisor Q&A series, Barron’s Advisor spoke with JNBA Chairman and CEO Richard S. Brown, who Barron’s named Minnesota’s top financial advisor earlier this year. In this wide-ranging conversation, writer Steve Garmhausen and Brown discuss a number of topics, including the importance of our multi-generational team-based approach, how our client service helps set […]
JNBA team organizes food drive
It continues to be a difficult time for many: In fact, one in nine Minnesotans are expected to face hunger in the coming months. To help our community combat hunger, JNBA team members rallied together (and added some friendly competition) to collect more than 1,200 pounds of non-perishable food. Team members (including Katie Sivula and Taylor Kramer, pictured […]
Navigating Change: Upsize Magazine Features Kim Brown
We’ve all learned what seems like a lifetime of lessons over the past 15 months, particularly around how to navigate change. JNBA President Kim Brown shared her thoughts on that very current, important topic in this month’s Upsize Magazine, including how the pandemic has revealed or reinforced several important truths that are critical to dealing […]
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 […]