MINNEAPOLIS--(BUSINESS WIRE)--For the fourth year in a row, Bloomington-based JNBA Financial Advisors has been named to Barron’s list of the 1,000 top advisors in the country. In the magazine’s state-by-state rankings, Richard Brown, CEO of the independent, 34-year-old Registered Investment Advisory (RIA) firm, was ranked 2nd in Minnesota, up from 3rd in 2012.
“Our clients appreciate our personalized service, helping JNBA to consistently receive an above 96 percent client retention rate”
“We’re proud to continue to be recognized as one of the nation’s top advisors,” says Brown. “As the demand for independent wealth advisors who act in their clients’ best interest increases, more and more people are turning to our dedicated team at JNBA to help them meet their goals. Our business model and approach to wealth management is what investors are telling us they’re looking for.” 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, philanthropic work, revenue produced for the firm and regulatory record. In JNBA’s more than 30 years of doing business, it 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. “Our clients appreciate our personalized service, helping JNBA to consistently receive an above 96 percent client retention rate,” he says. JNBA’s dedication to client service and providing individualized investment strategy has fueled the firm’s continued growth through a challenging economic period. The company expanded to Duluth, Minn., in 2010.
Judith Brown founded JNBA in 1979, and was a pioneer in offering fee-based, client-focused financial advice. Today, her son Richard and daughter-in-law Kim (JNBA’s president) continue Judith’s vision, concentrating on building the company’s client-focused reputation and maintaining the independent, community-focused outlook that JNBA was founded upon.
Bloomington-based JNBA Financial Advisors, Inc., is an independent fee-based wealth management firm specializing in goal-directed asset management and financial planning for more than 34 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, 2/18/12 and 2/18/13 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.