Our Accolades
Since we began tracking in 2001, we have been fortunate to have a 97% client-retention rate.
Although our truest measure of success is our ability to help clients achieve their goals, we are honored to have received the following recognitions.
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Barron’s – Top 100 Independent Advisors – 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2008, 2007
(Richard S. Brown – Hall of Fame Inductee – 2022)
(Top Financial Advisor & Top Fee-Only Registered Investment Advisor in Minnesota – 2023, 2022, 2021, 2020, 2019)
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Minneapolis/St. Paul Business Journal – Best Places to Work – 2023, 2022, 2021, 2014
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Barron’s – Top 1,200 Advisors – 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010
(Top Financial Advisor & Top Fee-Only Registered Investment Advisor in Minnesota – 2022, 2021, 2018, 2014)
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Better Business Bureau of Minnesota and North Dakota – Torch Awards for Ethics Winner – 2015-2016
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FIVE STAR Wealth Manager – 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2013, 2012, 2011, 2010
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Better Business Bureau – International Torch Awards for Ethics Finalist – 2016
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Forbes – Best-in-State Wealth Advisors – 2024, 2022, 2021, 2020, 2019
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Special Olympics of Minnesota – Outstanding Service Award – 2016
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Forbes – Top Wealth Advisors – 2019, 2018
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Minnesota Business – Community Impact Award, Paragon of Leadership – Kim Brown finalist – 2017
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Twin Cities Business – Notable Leaders in Finance – Richard S. Brown & Kim Brown – 2021
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Finance & Commerce – Top Women in Finance, Kim Brown – 2018, 2011, & 2009, and Cärin Viertel – 2016
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Financial Times – 300 Top Financial Advisors – 2019, 2018, 2016, 2015, 2014
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Invest in Others Global Leadership Award – Richard S. Brown – 2019
*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, 9/18/23, & 3/11/24 issues of Barron‘s magazine. Barron‘s is a trademark of Dow Jones & Company, Inc. All Rights Reserved. As recognized by QMI Research and Crescendo Business Services (FIVE STAR) as seen in January 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2013, 2012, 2011, & 2010 issues of Twin Cities Business. As recognized on 4/3/24, 4/7/22, 2/11/21, 1/16/20, 9/10/19, 2/20/19, & 9/10/18 on Forbes website. As seen in the 2021 April/May issue of Twin Cities Business – Notable Leaders in Finance. Also the 6/26/14, 6/18/15, 6/16/16, 6/28/18, & 6/27/19 issues of Financial Times. As seen in the 8/18/23, 8/12/22, 8/10/21 & 7/4/14 issues of Minneapolis-St. Paul Business Journal (Best Places to Work) as well as by the Better Business Bureau of Minnesota and North Dakota for 2015 and Better Business Bureau International for 2016. As recognized by Special Olympics Minnesota Summer 2016. As recognized by Minnesota Business magazine in 2017 (Paragon of leadership). As seen in the 11/09, 11/11/11, 8/9/16, & 11/15/18 issues of Finance & Commerce magazine. As seen in the 8/5/11 issue of Investment News. Please Note: Limitations: Neither rankings nor 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 the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. 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.