MINNEAPOLIS--(BUSINESS WIRE)--For the eighth year in a row, Barron’s has named JNBA Financial Advisors’ CEO Richard S. Brown to its list of the Top 100 Independent Advisors. Brown is the top-ranked Minnesota financial advisor on the list and ranked 51st in the country.
“Our independence is such an important part of who we are, what we do, and the commitment we make to our clients every day,” says Kim Brown, president of JNBA Financial Advisors. “JNBA’s fiercely independent philosophy was what allowed our firm to break away from the pack over 40 years ago and help pioneer a client-centric approach and business model. I’m proud to say it continues to drive every aspect of our work and culture today.”
JNBA’s unwavering independence has also propelled the firm to receive numerous other local and national accolades in 2022. In March, Barron’s ranked Brown and JNBA the top financial advisor in Minnesota – independent or otherwise – for the second consecutive year. And in June, the Minneapolis/St. Paul Business Journal named JNBA to its Best Places to Work list, also for the second year in a row.
The Barron’s ranking reflects the quality of the advisors’ practices and compliance records, the volume of assets overseen by the advisors and their teams, and revenues generated for the firms.
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.
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 jnba.com.
*As seen in the 8/24/15, 8/29/16, 9/18/17, 9/17/18, 9/16/19, 3/16/20, 9/14/20, 9/20/21, 3/15/21, and 9/19/22 issues of Barron's. As well as the Minneapolis-St. Paul Business Journal 8/10/21 and 8/12/22 for Best Places to Work. 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.
