As we celebrate JNBA’s 45th year in business, we are excited to share that for the tenth year in a row, Barron’s has named CEO Richard S. Brown and JNBA to its list of the top 100 independent advisors in the country, ranking 32nd overall and moving up from the 45th spot last year.
Additionally, in March 2024, Richard and JNBA Financial Advisors were named to Barron’s list of the Top 1,200 Financial Advisors in the country for the 15th consecutive year (prior to 2014 the list was titled “Top 1,000 Financial Advisors”).
“The loyalty and trust of our valued clients inspires us to do our best every day,” said JNBA CEO and Chairman Richard S. Brown. “Since our founding days, we have considered it an honor and privilege to help people achieve their financial goals. We’ve been at it for 45 years, and as we celebrate this milestone and journey ahead as an independent fiduciary, we carry a deep sense of gratitude for all the clients – past and present – who have called on us to help guide them through life’s most important financial decisions.”
According to Barron’s, the rankings are based on the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices. The rankings can be found in the September 16, 2024 issue of Barron’s Magazine and on Barrons.com.
JNBA’s dedication to being an advocate for its clients, employees, and community has fueled our continued growth, including opening offices in Duluth, Minn., and Bonita Springs, Fla. With $1.5 billion in assets under management today, our fiduciary firm has posted a more-than-97-percent client retention rate since tracking began in 2001.
*As it pertains to the Barron’s Magazine Top 100 Independent Advisors, the 2024 award was published in the September 16, 2024 issue; 2023 list was published on September 18, 2023 issue; 2022 list was published on September 19, 2022; 2021 list was published on September 20, 2021; 2020 list was published on September 14, 2020; 2019 list was published on September 16, 2019; 2018 list was published on September 17, 2018; 2017 list was published on September 18, 2017; 2016 list was published on August 29, 2016; 2015 list was published on August 24, 2015. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2024 list was published on March 11, 2024 issue; 2023 list was published on March 13, 2023; 2022 list was published on March 14, 2022; 2021 list was published on March 15, 2021; 2020 list was published on March 16, 2020; 2019 list was published on March 11, 2019; 2018 list was published on March 12, 2018; 2017 list was published on March 6, 2017; 2016 list was published on March 7, 2016; 2015 list was published on February 23, 2015; 2014 list was published on February 24, 2014; 2013 list was published on February 18, 2013; 2012 list was published on February 20, 2012; 2011 list was published on February 21, 2011; 2010 list was published on February 22, 2010. JNBA did not pay a fee to be included in any of the above rankings. 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 participation criteria/methodology). No ranking or recognition should be construed as a current or past endorsement of JNBA by any of its clients. ANY QUESTIONS: The 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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