We’re honored to share that Richard Brown, CEO of JNBA Financial Advisors, has been named to the Forbes 2018 Top Wealth Advisors List for the first time. This prestigious list includes 250 of the nation’s leading advisors, with Richard included in the top 100.
When Forbes compiles its list of Top Wealth Advisors in the nation, a number of factors are taken into account: industry experience, assets under management, revenue produced, compliance records and more. This year, the list was compiled from more than 25,700 nominations, which an independent firm, Shook Research, then evaluated based on an algorithm of quantitative data and qualitative criteria gained through due-diligence interviews. These qualitative factors included everything from if the advisors exhibit best practices in their approach to working with clients and within their practices, to if they provide a full client service experience when it comes to service model, investing process, fee structure, and breadth of services and resources offered.
That Richard was ranked in the top 100 of this impressive pool of candidates is an honor, indeed, especially considering this was the first year he was nominated to the Forbes list. And while we’re proud of recognitions like these, we also feel that they’re important in holding ourselves more accountable than ever to our clients. Congratulations, Richard, and thank you for helping us continue to raise the bar in striving to provide the best independent service possible to our clients.
*As recognized on 9/10/18 on Forbes website. Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should 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 Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of JNBA Financial Advisors, Inc. by any of its clients. ANY QUESTIONS: JNBA Financial Advisors, Inc.’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking. For complete disclosure information, please visit https://jnba.com/disclosure.
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.
Please see important disclosures information at www.jnba.com/disclosure