This time of uncertainty and volatility has compelled us, like so many other companies, to really look at who we are and why we do what we do. As we’ve been taking a deeper dive into how effectively we’ve been living our “why,” as Simon Sinek likes to say, it’s crystal clear that it’s our independence that drives our firm and its people. For more than 40 years independence has served as our North Star for all aspects of what we do, from our fiduciary responsibility as a Registered Investment Advisor to our fee-only model.
That’s why I’m so proud to announce that, for the sixth consecutive year, JNBA Financial Advisors’ CEO Richard S. Brown has been named to Barron’s list of the Top 100 Independent Financial Advisors. Richard and JNBA are the only Minnesota financial advisor on the list and ranked 51st in the country.
While Richard and JNBA have been named to this prestigious list previously, this year’s recognition means more than ever before. Being recognized by the wealth management industry as one of the top independent firms in the country reinforces the value we provide to our clients, especially in today’s unprecedented climate where acting in our clients’ best interest is paramount. It propels us forward with one voice, giving us a critical and shared value that all of us at JNBA share.
Thank you to our clients and partners for the faith you put in us every day by allowing us to be your trusted and, above all, independent advocate.
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.
* As recognized in the 9/14/20 issue of Barron’s. Please Note: Limitations: Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if JNBA 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 (see link as to participation data/criteria). Unless expressly indicated to the contrary, JNBA did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of JNBA by any of its clients. ANY QUESTIONS: JNBA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. For complete disclosure information, please visit https://jnba.com/disclosure.