Not only are we celebrating the arrival of spring, we continue to mark – and celebrate – JNBA’s 40th anniversary, and a few new team members!
We had great fun sharing Mother’s Day weekend with Richard’s mom, our Founder, Judith Brown reflecting on what has changed since we opened our doors, and what’s stayed the same. And while it’s clear that the financial services industry and our firm have evolved significantly over the years, it’s reassuring to note that the most important things about JNBA have remained constant.
Our values have been our guide for four decades. JNBA was built upon an unwavering foundation that has allowed us to not only survive, but also thrive. Today, JNBA is as committed as ever to helping our clients navigate life’s biggest decisions, with a multi-generational team that serves families at every level, from parents to children to grandchildren.
We’re proud to have created a long-standing business model of transparency, independence, and advocacy.
I’m honored to share that for the third consecutive year, CEO Richard S. Brown has been ranked by Barron’s as one of the state’s top two financial advisors, appearing on the list as Minnesota’s top independent Registered Investment Advisor (RIA). Independence has never meant more to investors, and we are grateful that JNBA’s independent and comprehensive approach is having a measurable impact on our clients. Since we began tracking in 2001, JNBA has maintained a client retention rate of more than 97 percent. We never take for granted the trust our clients place in us, nor the role we play in their lives and decisions.
We are grateful for your confidence in our team, and look forward to what the next 40 years will bring.
Throwback to March 1, 2019 — for 12th consecutive year our team took the plunge to support Special Olympics Minnesota, and yes, it was cold.
*As seen in the 2/22/10, 2/21/11, 2/20/12, 2/18/13, 2/24/14, 2/23/15, 3/7/16, 3/6/17, 3/12/18, & 3/11/19 issues of Barron‘s magazine. 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. JNBA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any referenced ranking. Please see www. JNBA.com/disclosure for more information.
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