JJ
Joshua Justin
Client Service & Tax Planning Associate at Jnba Financial Advisors
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Work Experience
Jul 2021 - Present · 3 years and 6 months
Client Service & Tax Planning Associate
Jul 2023 - Present · 1 years and 6 months
Client Account Specialist, Manager
Sep 2022 - Present · 2 years and 4 months
Client Account Specialist
Jul 2021 - Present · 3 years and 6 months
Company Details
Minneapolis-based JNBA Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life’s most important decisions through an advice driven by advocacy® approach. As a fiduciary, we deliver customized strategies to help maximize clients’ resources through financial life planning and investment management. As a 45-year-old firm with a multigenerational team, we leverage a team approach to drive the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate while reviewing client portfolios every 10 business days. For more information, visit jnba.com.
Year Founded
1978
Social Media
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Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance, Investment Services
HQ Location
8500 Normandale Lakes Blvd Suite 450 Bloomington, MN 55437, US
Keywords
Financial PlanningFinancial AdvisementAsset ManagementPersonal Wealth ManagementTax PlanningRetirement PlanningRisk ManagementEstate PlanningLegacy PlanningInvestment Management
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