“How can you trust a financial advisor who doesn’t sit on the same side of the table as you?”
That’s the question Judith N. Brown asked herself some 40 years ago when she looked at how traditional financial advisory firms operated. Sure, they represented their clients, but they also took commissions from securities firms. Could you be truly objective if you worked both sides of the table?
Judith believed you needed to side exclusively with the client. So she did away with commission-based selling and created the idea of Personal Trusted Advisors who are morally and legally bound to serve the financial interests of their clients. In effect, she pioneered a fresh, consumer-centric business model. And JNBA was born.
Today, Richard S. Brown and Kim Brown have taken Judith’s core values to new frontiers through revolutionizing the advisory team approach and onboarding new research tools and technologies that set the stage for the next 40 years at JNBA. We’ve remained independent and in the family. We’ve helped our clients grow their wealth while weathering the occasional financial storm. And we’ve tripled client assets under management.
Other firms are scrambling to catch up with our approach. And while they can try to mimic our business model, they can’t match our devotion to clients. That commitment shows in the fact that Barron’s has named us as one of the nation’s Top 100 Independent Financial Advisors, and the fact that we’ve achieved a 96 percent client retention rate since we began tracking in 2001.
That’s our story. What’s yours? Contact us today to share your goals with someone who really listens—and to see how we can achieve them together.