For the fourth year in a row, JNBA Financial Advisors CEO Richard S. Brown has been named to the Forbes Best-in-State Top Wealth Advisors Richard was ranked as one of Minnesota’s top three financial advisors on the high net worth list, and once again appears on the list as the state’s top fee-only investment advisor....Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
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...Read More
As we turn the page to 2021, we’re happy to begin the new year with some good news: Five of JNBA’s senior advisory team members have received the 2021 Five Star Wealth Manager award for their advocacy to clients, colleagues, and community. The JNBA advisors who received the award include: Richard S. Brown, Chairman &...Read More
We’re honored to share that for the eighth year, the Five Star Wealth Manager Awards have recognized individuals from JNBA Financial Advisors. This recognition is a testament to their expertise and service to clients. The individuals recognized include: Richard S. Brown, Chairman & Chief Executive Officer (six-year winner) Michael Bilotta, ChFC®, CASL®, RICP®, Senior Advisor-Investment...Read More
