For the fourth year in a row, JNBA Financial Advisors CEO Richard S. Brown has been named to the Forbes Best-in-State Top Wealth Advisors. Richard was ranked as one of Minnesota’s top three financial advisors on the high net worth list, and once again appears on the list as the state’s top fee-only investment advisor.
Each of the more than 6,500 advisors on this year’s list was ranked by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including interviews, industry experience, compliance records, revenue produced, and assets under management.
The Forbes ranking follows another major recognition for Richard and JNBA this spring. In March, for the second year in a row, Barron’s ranked Richard the top financial advisor in Minnesota. While JNBA and Richard have taken the top spot on Barron’s Minnesota list a total of four times — in 2014, 2018, 2021, and 2022 — this is the first time he has received back-to-back top-advisor nods.
I’m so proud of Richard and our entire team, who live our values every day and provide fiercely independent advice driven by advocacy for our amazing clients. Thank you to them, and to everyone who puts their trust in our team at JNBA.
*As seen on the Forbes website 4/7/22, 2/11/21, 1/16/20, & 2/20/19. 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, 3/16/20, 3/15/21, & 3/14/22 issues of Barron‘s magazine. Barron‘s is a trademark of Dow Jones & Company, Inc. All Rights Reserved. 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, membership in any professional organization, 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 criteria/methodology, to the extent applicable). 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.
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