JNBA Financial Advisors

JNBA Financial Advisors is an independent, fee-only wealth management firm that has been providing conflict-free advice for over 40 years. Driven to help guide people through life's most important decisions, our advice driven by advocacy® approach delivers customized financial life planning strategies and solutions to optimize clients' resources.

For over four decades JNBA has successfully built upon its core values by revolutionizing the team approach, committing time and resources to developing multi-generational teams, and onboarding new tools and technologies. Led today by the founder's son, Chairman & CEO Richard S. Brown, and his wife, President Kim Brown, JNBA has become one of the country's premier wealth management firms ranked by Barron's as a top Registered Investment Advisor (RIA) in Minnesota. The firm has also received accolades from the Financial Times and Forbes and is one of the few fiduciary and fee-only wealth management firms in the Duluth area.

We review client portfolios every 10 business days and proactively drive the planning process, including complex strategy development and implementation with estate, tax, and risk professionals as appropriate. Our approach has been instrumental in building and maintaining long-term relationships with our clients. Since we began tracking in 2001, JNBA has maintained a client retention rate of more than 96 percent.

To learn more about how advice driven by advocacy® could help you, begin a conversation with our team by contacting us today.

Please see important disclosure information at www.jnba.com/disclosure

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This Office

324 West Superior St Ste 200 Duluth, MN 55802-1707 Phone: (800) 675-4793

Primary Office

8500 Normandale Lake Blvd Ste 450 Minneapolis, MN 55437-3806 Phone: (952) 844-0995

Other Offices

324 West Superior St Ste 200 Duluth, MN 55802-1707 Phone: (800) 675-4793