List recognizes CEO Richard Brown as top independent advisor in Minnesota, #45 nationwide
MINNEAPOLIS, October 28, 2021--(BUSINESS WIRE)--Barron’s has named JNBA Financial Advisors’ CEO Richard S. Brown to its list of the Top 100 Independent Advisors for the seventh consecutive year. Brown is the top-ranked Minnesota financial advisor on the list and ranked 45th in the country.
"We are particularly proud to be recognized for our commitment to independence as our team and colleagues continue to navigate the pandemic and its challenges," says Kim Brown, president of JNBA Financial Advisors. So far in 2021, the JNBA team has received multiple industry accolades, including Barron’s ranking Richard Brown the top financial advisor in Minnesota. Also, for the 12th consecutive year, Richard and JNBA were named to Barron’s list of the 1,200 top advisors in the country; Richard and Kim Brown were recognized as Notable Leaders in Finance by Twin Cities Business Magazine; and JNBA made Mpls./St. Paul Business Journal’s Best Places to Work list.
"Being recognized for your work is always gratifying, and it resonates especially strongly when your team steps up during a difficult time and exceeds your – and your clients’ – expectations. Our client retention rate continues to be over 96% since we began tracking in 2001," says Kim Brown. "The fact that Barron’s has once again named Richard and JNBA to this prestigious list that recognizes our independent approach is an honor – and a responsibility – we don’t take lightly."
The Barron’s ranking reflects a number of criteria, including the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices.
JNBA is continuing to grow and thrive with over $1.3 billion in assets under management today. The firm’s fiercely independent status and advice driven by advocacy® approach allows JNBA 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.
The firm’s dedication to being an advocate for its clients, employees, and community has fueled its continued growth, including opening an office in Duluth, Minn., 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.
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 www.jnba.com.
*As recognized in the 8/10/21 issue of Minneapolis/St. Paul Business Journal. 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, 2/23/15, 8/24/15, 3/7/16, 8/29/16, 3/6/17, 9/18/17, 03/12/18, 9/17/18, 3/11/19, 9/16/19, 3/16/20, 9/14/20, 3/15/21, & 9/20/21 issues of Barron’s magazine. As seen in the April/May 2021 issue of Twin Cities Business – Notable Leaders in Finance. 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.
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Brian Bellmont, (612) 255-1113, firstname.lastname@example.org