Barron’s Ranks JNBA Financial Advisors Second on List of Top Minnesota Advisors; Ranked Top RIA in State for Third Year
Bloomington Firm Also Named to List of 1,200 Top Advisors Nationally for Eighth Year
MINNEAPOLIS (March 16, 2017) — JNBA Financial Advisors’ CEO Richard S. Brown has been ranked by Barron’s as one of Minnesota’s top two financial advisors, and the top Registered Investment Advisor (RIA) in Minnesota for three straight years. Also, for the eighth consecutive year, the independent, 38-year-old firm has been named to Barron’s list of the 1,200 top advisors in the country.
“JNBA’s client-centric model is what has driven our firm since it began, and being named to the Barron’s list of top 1,200 advisors in the nation for eight years and as the state’s top Registered Investment Advisor for the past three years is a strong validation of our approach,” says JNBA President Kim Brown. “Richard’s unwavering commitment to ethics and client service has positioned JNBA as the top independent RIA in the state and a national leader in the financial services industry. We’re extremely proud of that.”
Barron’s ranked advisors on a comprehensive set of factors including quality of practice, assets under management, revenue and regulatory record. JNBA’s dedication to client service and providing individualized investment and financial planning strategies has contributed to its 96-percent client retention rate since 2001 and has fueled the firm’s continued growth through a challenging economic period. The company expanded to Duluth, Minn., in 2010.
JNBA’s fiercely independent status allows the firm to customize investment strategies to individual client goals, which are implemented by an experienced team and disciplined process, including a review of each portfolio every 10 business days.
Better Business Bureau of Minnesota and North Dakota named JNBA Financial Advisors a winner of its 2015 BBB Torch Awards for Ethics, and late last year the firm was named a finalist in the 2016 BBB International Torch Awards for Ethics. In addition, for the third consecutive year, the Financial Times named JNBA to its 300 Top Registered Investment Advisers (RIA) list, which recognizes top independent RIA firms from across the U.S. JNBA was also named a Barron’s Top 100 Independent Advisor in 2016 and 2015.*
Minneapolis-based JNBA Financial Advisors, Inc. is an independent fee-only wealth management firm specializing in customized financial strategies and goal-directed asset management for 38 years. Its advisory teams champion a team approach, reviewing client portfolios every 10 business days and driving the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate. For more information, visit www.jnba.com.
*As seen in the 6/16/16, 6/18/15 and 6/26/14 issues of the Financial Times and in the 07/20/07, 07/11/08, 2/22/10, 2/21/11, 2/20/12, 2/18/13, 2/24/14, 2/23/15, 8/24/15, 3/7/16, 8/29/16, & 3/6/17 issues of Barron’s. As recognized by the Better Business Bureau of Minnesota and North Dakota for 2015 and the Better Business Bureau International for 2016. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA Financial Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of JNBA Financial Advisors, Inc. by any of its clients. Rankings published by magazines. and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
The 2014/2015/201 6 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FTs research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors, Inc.
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