Who We Serve
Your advocate through every chapter of your financial life.
The clients who stay with JNBA for life tend to share one thing in common: their financial lives require more than a plan. They require an advisor who knows their whole story. Executives, business owners, multi-generational families, and individuals navigating major transitions have all found lasting partnerships here. Wondering if JNBA is the right fit for your situation?
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 help 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 team-based 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. JNBA brings a coordinated, team-based approach to family office services, helping families navigate the financial, personal, and generational dimensions of wealth with the depth and discretion their situation requires.
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.