Barron’s Names JNBA Financial Advisors CEO Richard S. Brown to its List of Top 100 Independent Financial Advisors for Third Year
Bloomington-based JNBA is Only Minnesota Wealth Management Firm on 2017 List
MINNEAPOLIS (Sept. 20, 2017) — For the third year in a row, Barron’s has named JNBA Financial Advisors’ CEO Richard S. Brown to its list of America’s Top 100 Independent Financial Advisors. The only Minnesota firm to be named to the list, JNBA continues to build momentum – it is ranked #52 this year, up from #69 in 2016 and #88 in 2015.
“We are extremely proud to be recognized by Barron’s for the past three years for what we believe to be the single most important factor contributing to our success: our fiercely independent philosophy,” says JNBA President Kim Brown. “All of us at JNBA work hard to put our approach into action every day; always acting in our clients’ best interest is at the heart of everything we do.”
JNBA has been recognized for its independence, approach and ethics numerous times over the past few years: This spring, Richard Brown was ranked by Barron’s as one of Minnesota’s top financial advisors, making JNBA the top RIA in Minnesota for the third year. And for the eighth consecutive year, the independent, 38-year-old firm was named to Barron’s list of the 1,200 top advisors in the country. Also, for three years, the Financial Times named JNBA to its 300 Top Registered Investment Advisers list, which recognizes top independent RIA firms from across the U.S. Better Business Bureau of Minnesota and North Dakota named JNBA Financial Advisors a winner of its 2015 BBB Torch Awards for Ethics, and the firm was named a finalist in the 2016 BBB International Torch Awards for Ethics.*
According to Barron’s, the ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. JNBA’s 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, says Kim Brown. JNBA’s dedication to client service and providing customized and integrated financial planning and investment strategies and solutions has contributed to its more-than-96-percent client retention rate since it began tracking in 2001. The company expanded to Duluth, Minn., in 2010.
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 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 and 9/18/17 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 2014/2015/2016 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.