A fee-only fiduciary advisor serving Duluth for over a decade.
The higher your net worth, the higher your anxiety index may soar. Complexities multiply. More variables come into play. At times like these, whose advice do you value most?
For over a decade we have been serving individuals and families in and around Duluth. During that time we have been recognized for our client and community work, including Barron’s ranking CEO Richard S. Brown and JNBA as a top financial advisor in Minnesota for 14 consecutive years. But what’s most important to us is that since we began tracking in 2001, JNBA has maintained a client retention rate of 97 percent.
To learn more about how advice driven by advocacy® could help you, begin a conversation with our team by filling out the form below.
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As seen in the 07/20/07, 07/11/08, 2/22/10, 2/21/11, 2/20/12, 2/18/13, 2/24/14, 2/23/15, 8/24/15, 3/7/16, 8/29/16, 3/6/17, 9/18/17, 3/12/18, 9/17/18, 3/11/19, 9/16/19, 3/16/20, 9/14/20, 3/15/21, 9/20/21, 3/14/22, 9/19/22, & 3/13/23 issues of Barron‘s magazine. Barron‘s is a trademark of Dow Jones & Company, Inc. All Rights Reserved. Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation criteria/methodology, to the extent applicable). Unless expressly indicated to the contrary, JNBA did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of JNBA by any of its clients. ANY QUESTIONS: JNBA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.
For complete disclosure information, please visit jnba.com/disclosure/.