JNBA Difference

Who We Are

Trust Builders. Forward Thinkers. Results Driven. Irreplaceable Partners.

JNBA is an independent wealth management firm that works exclusively for you, not a securities group. For nearly 40 years, we’ve operated from a simple, fundamental belief: If you want to be a personal trusted advisor, you can’t take money from the people who sell investment products. You have to be 100% focused on your clients’ interests and long-term goals.

That’s why we never charge commissions or apply hidden fees. That’s why we deliver a higher standard of service that goes beyond “robo-advising.” That’s why our clients see their JNBA Personal Trusted Advisors as irreplaceable partners. And that’s why we’ve earned a 96% client retention rate since 2001.

We guide people through life’s most important decisions.

Your life is busy. You have goals, aspirations, and many obligations. You need someone you can trust–someone who can focus on your total financial well-being.

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Our Values

Trust Builders
We guard confidentiality with our life, do what we say we are going to do, ask for help instead of making excuses, hold ourselves accountable, and always put our clients’ interests first.

Irreplaceable Partners
We listen more than we speak, collaborate for the common good instead of going it alone, watch each other’s back, remain calm in a crisis, bring each other up instead of down, and think critically without judgment.

Forward Thinkers
We see the big picture, always think about how things could be better, come to work every day wondering how we can add value, and exhibit a relentless curiosity.

Results Focused
We see success entirely through the lens of our clients, work smart as well as hard, avoid short cuts, adapt to new situations, embrace new challenges, and jump in without fear.

Good People
We are compassionate and empathetic, see our clients as people instead of numbers, laugh out loud (especially at ourselves), do the right thing even when no one is looking, and never stop feeling honored to be entrusted with people’s lives.

Our clients say we’re a rare breed, and we wear that as a badge of honor.

It shouldn’t be rare to find a financial advisory firm that retains multiple generations of trusting clients over several decades, consistently delivers positive results, and treats clients the same way today as when they first walked through the door. But that’s what we do at JNBA, because that’s just who we are.

Learn About Why You Should Choose JNBA

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

VIEW OUR ACCOLADES

WANT TO EXPERIENCE THE JNBA DIFFERENCE FIRSTHAND?

Share your goals with someone who really listens.

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