Who we Serve

We provide advocacy-driven advice across a diverse group of clients.

Our dedicated teams have experience helping individuals and families, executives and business owners, nonprofits, and family office clients achieve their objectives.

Individuals & Families

Your advocate through all of life’s stages.

As your life evolves over time, so should your financial life plan. At JNBA, we take a lifetime approach to serving clients, working to ensure your finances remain in line with your current situation and goals, regardless of where you are on the path toward achieving your vision for the future.

Family Office

A new approach to family office management.

Managing a family office is complex. When you mix business and finances with family dynamics, there are bound to be challenges. We understand that there is a lot of confidential and complex information to navigate, which is why we provide a concierge-level of service to help ensure we’re managing every aspect of your family’s financial well-being in an effective, efficient, and confidential manner.

Businesses

Because successful employees create successful businesses.

As a leader in your field, you understand the importance of having a qualified, motivated team supporting your efforts. After all, great team members are a company’s most valuable asset, and your ability to attract and retain quality employees is vital to the future success of your business. Plus, you likely want to support not only your employees’ professional success, but also their personal achievements. 

Women In Transition

Women experiencing life transitions face unique financial challenges.

Whether you’ve recently experienced a divorce, the loss of a spouse, or a major career change, you need the support and guidance of an advisor who understands.

Nonprofits

Our mission is to help you fulfill yours.

Running a nonprofit is challenging. If your organization is like many, you provide services that are vital to the community, yet sometimes you are underfunded and short-staffed. We’re here to help.