Barron’s Ranks JNBA Financial Advisors, Richard S. Brown a Top-Two Minnesota Advisor on National List, Making Firm Top Rank...
March 04 2015 - 1:46PM
Business Wire
Bloomington Firm Also Named to List of 1,200
Top Advisors Nationally for Sixth Year
Barron’s has ranked JNBA Financial Advisors’ CEO Richard S.
Brown as one of the state’s top two financial advisors, making the
firm the top Registered Investment Advisor (RIA) in Minnesota.
Also, for the sixth year in a row, the independent, 36-year-old
firm has been named to Barron’s list of the 1,200 top advisors in
the country.
“It’s especially gratifying that Richard and the firm ranked as
Minnesota’s top RIA,” says JNBA President Kim Brown. “Our fierce
independence and commitment to always acting in our clients’ best
interests is at the heart of who we are. We continue to hear from
our clients that they really value the fact that we’ve stayed true
to that client-centric philosophy for nearly four decades.” Last
year, Barron’s ranked JNBA the number-one advisor in the state.
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 a comprehensive set of 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 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 Kim Brown.
JNBA’s dedication to client service and providing individualized
investment strategy has contributed to its 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.
ABOUT JNBABloomington-based JNBA Financial Advisors,
Inc., is an independent fee-only wealth management firm
specializing in customized financial strategies and goal-directed
asset management for 36 years. Its 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, 2/24/14 and 2/23/15 issues of Barron's. 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. Barron’s is a trademark of Dow Jones
& Company, Inc. All rights reserved.
Bellmont Partners Public RelationsBrian Bellmont,
612-255-1113brian@bellmontpartners.com