Our firm values consistency and that focused, dedicated approach is a major reason we’ve been around for nearly 45 years.
When 19th century United Kingdom Prime Minister Benjamin Disraeli famously said “The secret of success is consistency of purpose,” JNBA was still a century away from inception. But we’ve embraced a similar philosophy since we started in the 1970s, and our firm’s consistency as a top financial advisor who puts clients’ best interests first continues to drive our advice driven by advocacy® approach, multigenerational growth, and success.
That’s never been more apparent than with our year-after-year recognition by one of the top financial organizations in the country: Recently, for the 14th consecutive year, Barron’s ranked JNBA CEO Richard S. Brown to its list of the 1,200 top advisors in the United States. Richard and JNBA also were recognized as one of the top two advisors in Minnesota. In addition, in September 2022, Richard once again made Barron’s list of the country’s top 100 independent advisors.
As we close in on 45 years as one of the country’s top independent financial advisors, it’s clear that our consistency – both of purpose and our team’s commitment to the clients we serve – has been a major factor in our firm’s success. And particularly during what may have been one of the most volatile and uncertain periods in many of our lifetimes, we have had the honor to walk alongside our clients providing stable counsel, disciplined process, and share our passion to help guide people through life’s most important decisions.
According to Barron’s, the rankings are based on the quality of the advisors’ practices, assets under management, and revenues generated by advisors for their firms. The rankings can be found in the March 13 issue of Barron’s Magazine and on Barrons.com.
*As seen in the 07/20/07, 07/11/08, 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, 9/18/17, 3/12/18, 9/17/18, 3/11/19, 9/16/19, 3/16/20, 9/14/20, 3/15/21, 9/20/21, 3/14/22, 9/19/22, & 3/13/23 issues of Barron’s. The Top 1200 is a collection of 51 individual rankings, with advisors in each state compared against peers in that state (as opposed to national comparisons). The number of ranking spots (24) for Minnesota corresponds to the state’s relative population and wealth. Each state is given no less than six award slots. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s then verifies that data with the advisors’ firms and with regulatory databases and then applies its rankings formula to the data to generate a ranking. Barron’s listings are based on data compiled by many of the nation’s most productive advisors, which is then submitted to and judged by 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, 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
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, LLC.
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