MINNEAPOLIS--(BUSINESS WIRE)--JNBA Financial Advisors’ CEO Richard S. Brown has been honored by Barron’s on its list of the Top 100 Independent Wealth Advisors of 2019. Brown is the only Minnesota financial advisor on the list, and ranked 46th, up from 47th last year.
This is the fifth consecutive year Brown has been named to the list. The Barron’s ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices.
“As we celebrate our 40th year, we’re honored to have Richard and the firm recognized by one of the leading organizations in the wealth management field,” says Kim Brown, president of JNBA Financial Advisors. “During this milestone anniversary year, we’re more committed than ever to our advice driven by advocacy™ approach. This recognition by Barron’s reinforces that our values are resonating with clients and the industry.”
JNBA’s fiercely 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. JNBA’s dedication to being an advocate for its clients, employees, and community has fueled the firm’s continued growth, including opening an office in Duluth, Minn., and its expansion of family office services, 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. JNBA has posted a more-than-97-percent client-retention rate since tracking began 2001, and its business is continuing to grow and thrive with nearly $1 billion in assets under management today. The firm is celebrating its 40th anniversary in 2019.
JNBA was also recently named to the Financial Times Top 300 Registered Investment Adviser for the fifth year, and the Forbes 2019 Top Wealth Advisors List ranked Brown 151st out of the top 250 advisors in the country. Also, earlier in 2019, for the 10th consecutive year, the independent firm was named to Barron’s list of the 1,200 top advisors in the country.*
Minneapolis-based JNBA Financial Advisors is an independent fee-only wealth management firm driven to deliver a higher standard of comprehensive planning, asset management, and life enrichment by providing customized financial strategies with an advocacy-first approach. As a four-decade 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 recognized on 9/10/19 & 9/10/18 on Forbes website. As seen in the 6/27/19, 6/28/18, 6/16/16, 6/18/15 and 6/26/14 issues of the Financial Times and in the 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, 3/10/18, 9/17/18, 3/11/19, and 9/16/19 issues of Barron's. Rankings and/or recognition by unaffiliated rating services and/or 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 Financial Advisors, Inc. 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 Financial Advisors, Inc. 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 advisor. Rankings are generally limited to participating advisors. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
The 2014/2015/2016/2018/2019 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FTs research. As identified by the FT, the listing reflected each practice's performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
JNBA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any referenced ranking. For complete disclosure information, please visit https://jnba.com/disclosure/.