MINNEAPOLIS--(BUSINESS WIRE)--For the second year in a row, Barron’s has ranked JNBA Financial Advisors CEO Richard S. Brown the top financial advisor in Minnesota. While Brown has 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. Richard and JNBA have been named to Barron’s list of the 1,200 top advisors in the country for 13 consecutive years.
“The fact that Barron’s has recognized Richard and JNBA as the top financial advisor in the state for the past two years is a milestone. We also couldn’t be more proud to represent independent firms - particularly during the pandemic,” says Kim Brown, president of JNBA Financial Advisors. “This recognition reinforces the value a fiercely independent financial partner provides for the individuals and families we work with. In this period of volatility and uncertainty, we have been able to walk alongside our clients to provide the steady support, disciplined process, and passionate advocacy our multigenerational team has honed over the past four decades.”
According to Barron’s, the rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. The rankings can be found in the March 14 issue of Barron’s Magazine and on Barrons.com.
JNBA has posted a more-than-97-percent client retention rate since tracking began in 2001, and its business is continuing to grow and thrive with nearly $1.4 billion in assets under management today. The firm’s dedication to being an advocate for its clients, employees, and community has fueled its continued growth, including opening offices in Duluth, Minn. and Bonita Springs, Fla. and its expansion of family office services. JNBA’s family office services offer a contemporary model that provides fiduciary oversight and services — from strategy to implementation — for busy, high-net-worth families who are looking to simplify their financial lives, whether they’re C-level executives, business owners, high-profile professional athletes, or other types of families with significant wealth.
“Our deep commitment to our clients, no matter if they’re individuals, family offices, or foundations, is at the heart of everything we do,” says CEO Richard S. Brown. “All of us at JNBA are grateful for the trust our clients put in us; it’s a responsibility we don’t take lightly.”
ABOUT JNBA
Minneapolis-based JNBA Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life’s most important decisions through an advice driven by advocacy® approach. As a fiduciary, their team delivers customized planning strategies and solutions to optimize clients’ resources through financial life planning and asset management. As a 40+ year-old firm, its advisory structure leverages a team approach, reviewing client portfolios every 10 business days and driving the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate. For more information, visit www.jnba.com.
* As seen in 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. 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. For complete disclosure information, please visit https://jnba.com/disclosure.
