Richard Brown – Chairman & CEO
JNBA Financial Advisors
Ranked by Barron’s as Minnesota’s top Registered Independent Advisor (RIA), JNBA Financial Advisors provides the Twin Ports community with independent fee-only wealth management with a dedication to outstanding client service. Our team has been committed to this community and our clients here ever since we opened JNBA’s Duluth office in 2010.
As one of the few fee-only wealth management firms in the Duluth area, our independence – and status as a fiduciary – means every decision we make needs to be in our clients’ best interests. We operate on a non-commission, fee-only basis and work for you, not a securities firm or investment bank.
Being in business for more than 40 years, our approach – looking at the entire picture, not just your investments – has been instrumental in building and maintaining long-term relationships with our clients. Since we began tracking in 2001, JNBA has maintained a client retention rate of 97 percent.
JNBA’s Duluth-focused team of professional financial advisors is supplemented by the knowledge, expertise, and input of the entire Bloomington-based team.
Our firm has a rich history in the Duluth community. JNBA CEO Richard S. Brown is proud to chair the Essentia Health Foundation board and represent the University of Minnesota Duluth (UMD) as a Senior Fellow to the Labovitz School of Business and Economics (LSBE) and on the Dean’s Business Advisory Council. In 2010, Richard and the JNBA Team assisted in the development of a UMD financial planning curriculum and TD Ameritrade Learning Lab that ultimately led to financial planning becoming a major.
While our commitment to Duluth has been a major part of our past, it’s an even bigger part of our future.
We’d like to learn more about you and would appreciate the opportunity to share more about JNBA’s advocacy approach to wealth management. Please fill out the form below, and a JNBA team member will be in touch soon.
As seen in the 2/22/10, 2/21/11, 2/20/12, 2/18/13, 2/24/14, 2/23/15, 3/7/16, 3/6/17, 3/12/18, 3/11/19, 9/16/19, & 3/16/20 issues of Barron‘s magazine. Also the 6/26/14, 6/18/15, 6/16/16, 6/28/18, & 6/27/19 issues of Financial Times. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA Financial Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of JNBA Financial Advisors, Inc. by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. JNBA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any referenced ranking. Please see www.JNBA.com/disclosure for more information.