As an independent registered investment advisor (RIA) with a fiduciary responsibility to act in our clients’ best interests, we pride ourselves on this transparent fee-only model. For over 40 years, JNBA Financial Advisors has championed an advocacy-first philosophy while providing personalized wealth management services.
If you’re interested in learning more about what it is like to work with a fee-only fiduciary advisor, begin a conversation with our team by filling out the form below. We’re always happy to learn about your financial goals and share how our advice driven by advocacy® approach could help you achieve your goals without conflicts of interest.
*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, 9/14/2020, 3/15/21, 9/20/21, 3/14/22, & 9/19/22 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.
It should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by JNBA), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. Please Also Note: There can be no assurance that services provided on a Fee-Only basis will achieve a certain level of positive results or satisfaction.
Please see www.JNBA.com/disclosure.