Today, JNBA is led by Judith’s son Richard, JNBA’s CEO, and his wife Kim, JNBA’s president, who have successfully built upon those core values by driving the advisory team approach, committing time and resources to the next generation of advisors, and onboarding new tools and technologies to help set the stage for the next 40 years.
Richard and Kim have guided JNBA to become one of the country’s top ranking wealth management firms with assets under management growing from $90 million to over $1 billion. Our independent philosophy and business model allows our firm to customize investment strategies and financial life plans to individual client goals, which are implemented by an experienced team and disciplined process, including a review of each portfolio every 10 business days.