MINNEAPOLIS--(BUSINESS WIRE)--A decade-and-a-half is always worth celebrating, and that is what JNBA is doing. JNBA Financial Advisors is proud to share that, for the 15th consecutive year, Barron’s has ranked JNBA and its CEO Richard S. Brown to its list of the 1,200 top advisors in the United States. Brown and JNBA also were once again recognized as one of the top two advisors in Minnesota and ranked as the top fee-only advisor on the state list.
“It’s not lost on us that JNBA and Richard have been honored among the top financial advisors in the country for a third of our firm’s 45-year history,” says Kim Brown, president of JNBA Financial Advisors. “During our nearly half-century of working closely with individuals and families, guiding them through life’s most important decisions, we’ve evolved into one of the country’s top independent financial advisors. And this recognition continues to reinforce that. We’ve cultivated the right team, built the right processes, and focused on the right thing: what’s best for our clients,” she says.
According to Barron’s, the rankings are based on the quality of the advisors’ practices, assets under management, and revenues generated by advisors for their firms. The rankings can be found in the March 11 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 $1.5 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. 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 maximize clients’ resources through financial life planning and investment management. The 45-year-old firm’s 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 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, 3/13/23, & 3/11/24 issues of Barron‘s magazine. Barron‘s is a trademark of Dow Jones & Company, Inc. All Rights Reserved. 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. Please see important disclosure information at jnba.com/disclosure. |
