Barron's Ranks JNBA Financial Advisors, Richard S. Brown Number-One in Minnesota
Bloomington Firm Also Named to List of 1,200 Top Advisors Nationally for Fifth Year
MINNEAPOLIS--(BUSINESS WIRE)--Barron’s has named JNBA Financial Advisors’ CEO Richard S. Brown of Bloomington the top financial advisor in Minnesota. Also, for the fifth year in a row, the independent, 35-year-old Registered Investment Advisory (RIA) firm has been named to Barron’s list of the 1,200 top advisors in the country.
“All of us at JNBA are extremely proud of the work our teams have been able to accomplish for our clients under Richard's leadership. It’s gratifying to be recognized by the industry for the services we’re providing to individuals, families and organizations in Minnesota and across the country”
Last year, Barron’s ranked JNBA second in the state. “All of us at JNBA are extremely proud of the work our teams have been able to accomplish for our clients under Richard's leadership. It’s gratifying to be recognized by the industry for the services we’re providing to individuals, families and organizations in Minnesota and across the country,” says JNBA President Kim Brown. “The industry is continuing to shift, as the demand for independent financial advisors who act in their clients’ best interest increases. Our business model and team approach to wealth management is what investors are telling us they’re looking for, and it’s a philosophy we’re happy to say we’ve been employing since 1979.” JNBA has also twice been named one of the nation’s top 100 independent wealth advisors by Barron’s and The Winner’s Circle.*
Barron’s ranked advisors on factors including quality of practice, assets under management, revenue and regulatory record. JNBA has developed a highly customized approach to wealth management and a focus on service that has helped the firm gain this national recognition. JNBA’s independent status allows the firm to customize investment strategies to individual client goals, which are implemented by an experienced team and disciplined process, including a review of each portfolio every 10 business days, says Brown.
“We believe our clients appreciate our personalized team-based approach, and we’re consistently reinforcing and enhancing the level of service we provide,” she says. JNBA’s dedication to client service and providing individualized investment strategy has contributed to their 96% client retention rate since 2001 and has fueled the firm’s continued growth through a challenging economic period. The company expanded to Duluth, Minn., in 2010.
Bloomington-based JNBA Financial Advisors, Inc., is an independent fee-only wealth management firm specializing in goal-directed asset management and financial planning for 35 years. Their advisory teams champion 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 the 07/20/07, 07/11/08, 2/22/10, 2/21/11, 2/20/12, 2/18/13 and 2/24/14 issues of Barron's and the 8/27/07 and 8/18/08 issues of Minneapolis/St. Paul Business Journal. Rankings and/or recognition by publications should not 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, nor should it be construed as a current or past endorsement of JNBA by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. A copy of JNBA's current written disclosure statement discussing advisory services and fees is available upon request.