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.
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 on its top 1,200 financial advisor list.
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. 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.
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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