Brown also once again named one of Minnesota’s top two advisors on the state list
MINNEAPOLIS–(BUSINESS WIRE)–#barrons–For the 16th consecutive year, Barron’s has named JNBA Financial Advisors CEO and Chairman Richard S. Brown to its list of the top 1,200 financial advisors in the United States. Brown was once again recognized as one of the top two advisors in Minnesota on the state list.
“Each year that Barron’s has included Richard on this prestigious list, we talk a lot about how this recognition is a team effort,” says Kim Brown, president of JNBA Financial Advisors. “And this year is no exception. Our multigenerational team significantly contributes to and shares in this honor, as we work together to focus on one thing: what’s best for our clients. We’re extremely proud and grateful to Richard for his leadership, and every JNBA team member for their commitment to putting into action the values that have driven our firm and the decisions we have made for more than 45 years.”
According to Barron’s, the rankings are based on assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work. The rankings can be found in the March 10 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 over $1.6 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, 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 46-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 it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2025 award was published in the March 10, 2025 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2024 award was published in the March 11, 2024 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2023 award was published in the March 13, 2023 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2022 award was published in the March 14, 2022 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2021 award was published in the March 15, 2021 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2020 award was published in the March 16, 2020 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2019 award was published in the March 11, 2019 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2018 award was published in the March 12, 2018 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2017 award was published in the March 6, 2017 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2016 award was published in the March 7, 2016 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2015 award was published in the February 23, 2015 issue. As it pertains to the Barron’s Magazine Top 1,200 Financial Advisors, the 2014 award was published in the February 24, 2014 issue. JNBA did not pay a fee to be included in any of the above rankings. As it pertains to the Barron’s Magazine Top 1,000 Financial Advisors, the 2013 award was published in the February 18, 2013 issue. As it pertains to the Barron’s Magazine Top 1,000 Financial Advisors, the 2012 award was published in the February 20, 2012 issue. As it pertains to the Barron’s Magazine Top 1,000 Financial Advisors, the 2011 award was published in the February 21, 2011 issue. As it pertains to the Barron’s Magazine Top 1,000 Financial Advisors, the 2010 award was published in the February 22, 2010 issue. JNBA did not pay a fee to be included in any of the above rankings. 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. JNBA® is a registered trademark of JNBA Financial Advisors, LLC. For complete disclosure information, please visit jnba.com/disclosure.
Contacts
Brian Bellmont, Bellmont Partners
(612) 255-1113, [email protected]
