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 are driven to 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 tracking began in 2001.
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.
We are obsessed with safeguarding confidentiality, 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.
We listen more than we speak, work together for the common good instead of going it alone, remain calm in a crisis, bring each other up instead of down, and think critically without judgment.
We strive to 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.
We see success entirely through the lens of our clients, work smart as well as hard, avoid shortcuts, adapt to new situations, embrace new challenges, and jump in without fear.
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.
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.