JNBA Financial Advisors’ advocacy-first philosophy is based on the unwavering core values upon which our firm was built 40 years ago. It all began with Judith Brown, a pioneer with a purpose. In 1979 the financial advice industry revolved around a transactional, commission-based model. But Judi envisioned – and successfully built – a different kind of business model where advisors were able to sit on the same side of the table as their clients without being influenced by commissions.
Today, JNBA is led by Judi’s son Richard, JNBA’s CEO, and his wife Kim, JNBA’s president. Over the years our firm has received numerous awards from local and national business media outlets and the wealth management industry, including Barron’s ranking Richard and JNBA the top financial advisor in Minnesota just last year. But what’s most important to us is that since we began tracking in 2001, JNBA has maintained a client retention rate of more than 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.