JNBA Financial Advisors
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
8500 Normandale Lake Blvd Ste 450, Minne...Phone Number
(952) 844-0995Website
www.jnba.comRevenue
$5.9 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
2
1
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2
About JNBA Financial Advisors
JNBA Financial Advisors is an independent fee-only fiduciary financial advisor with over 40 years of experience, dedicated to a client-first philosophy. They offer a range of services including wealth management, retirement planning, investment management, tax planning, and legacy planning. Their intended clients include individuals and families, family offices, businesses, women in transition, and nonprofits. JNBA focuses on providing customized financial life planning and investment strategies to help clients achieve their financial goals.Explore more
JNBA Financial Advisors Org Chart
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Activity Insights
JNBA Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
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JNBA Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JNBA Financial Advisors.
JNBA Financial Advisors financials insights
Gather financial insights about JNBA Financial Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
JNBA Financial Advisors Tech Stack
A closer look at the technologies used by JNBA Financial Advisors
Most Recent Scoops
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to financial processes automation. The organization is currently evaluating Planview AdaptiveWork. JNBA Financial Advisors will be increasing funding and is expected to decrease workforce due to expected initiative efficiency gains.
Spending/Investment, Automation, Financial Planning, Funding, Financial Systems, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to customer relationship management (CRM). The organization is currently evaluating Nimble.
CRM, Financial Planning, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to asset management. The organization is currently evaluating IBM Maximo. JNBA Financial Advisors will be decreasing funding to support these efforts.
Asset Management, Spending/Investment, Financial Planning, Funding, Finance, Financial Strategy
Project
, according to a mid-level source in financial planning, is in the midst of initiatives related to workforce planning. The organization is currently evaluating Paylocity. JNBA Financial Advisors will be increasing funding to support these efforts.
Spending/Investment, Financial Planning, Funding, Employee Relations, Workforce Management, Finance, Financial Strategy, HR Operations
Project
Automation, Accounting, Financial Planning, Financial Systems, Software, Finance, Financial Strategy, Risk
JNBA Financial Advisors News & Media
Barron’s Names JNBA Financial Advisors CEO Richard S. Brown a Top 100 Independent Financial Advisor for 10th Consecutive Year
MINNEAPOLIS--(BUSINESS WIRE)--For the 10th year in a row, Barron’s has named JNBA Financial Advisors CEO Richard S. Brown to its list of the top 100 independent advisors.JNBA Financial Advisors CEO Richard S. Brown Named to Barron’s List of the Country’s Top 1,200 Advisors for 15th Consecutive Year
MINNEAPOLIS--(BUSINESS WIRE)--For the 15th consecutive year, Barron’s has ranked JNBA and its CEO Richard S. Brown to its list of the 1,200 top advisors in the United States.JNBA Financial Advisors and CEO Richard S. Brown Named Top Independent Financial Advisor in Minnesota for 6th Year in a Row
MINNEAPOLIS--(BUSINESS WIRE)--For the 6th year in a row, Barron’s ranked JNBA Financial Advisors and CEO Richard S. Brown the top independent financial advisor in Minnesota.JNBA Financial Advisors CEO Richard S. Brown Named to Barron’s List of the Country’s Top 1,200 Advisors for 14th Consecutive Year
MINNEAPOLIS--(BUSINESS WIRE)--For the 14th consecutive year, Barron’s ranked JNBA Financial Advisors CEO Richard S. Brown to its list of the 1,200 top advisors in the country.
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Frequently Asked Questions Regarding JNBA Financial Advisors
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JNBA Financial Advisors is an independent fee-only fiduciary financial advisor with over 40 years of experience, dedicated to a client-first philosophy. They offer a range of services including wealth management, retirement planning, investment management, tax planning, and legacy planning. Their intended clients include individuals and families, f... Read More
