Client Access  |  Careers & Advisory Teams
JNBA Advisors meeting in conference room

Client Access

Advice Driven by Advocacy®

As your advocate, we focus on achieving your goals above all else. We take time to understand your pain points, passions, principles, and pursuits. We use this knowledge to develop custom, actionable, and efficient strategies to drive progress toward your goals. The result? Ongoing communication, collaboration with other trusted advisors, and a custom, focused plan to help you arrive at your personal financial destination – wherever that may be.

JNBA Advisors meeting in conference room

JNBA Client Portal

Access your portfolio and interactive reporting features as well as your secure document vault.

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Group 11

529 Plan

View your status toward achieving your educational funding goals.  

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For added convenience, access your virtual meeting with a member of our team here. 

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Charles Schwab & Co., Inc.

Access a consolidated view all of your Schwab accounts, review applicable documents, and track your investments.

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Recent Insights

Staying Safe Online

A three-part series on cyber security The internet is a high-speed landscape for instant information, day-to-day communication, and modern conveniences. With the click of a

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Contact us

Minneapolis, MN

8500 Normandale Lake Blvd., Suite 450
Minneapolis, MN 55437
Phone: 952.844.0995

Duluth, MN

324 West Superior St., Suite 200
Duluth, MN 55802
Phone: 218.249.0044

Bonita Springs, FL

Florida Office 
Bonita Springs, FL 34134
Phone: 800.675.4793