JNBA Financial Advisors and CEO Richard S. Brown Named Top Independent Financial Advisor in Minnesota for 6th Year in a Row

For the sixth year in a row, Barron’s has ranked JNBA Financial Advisors and CEO Richard S. Brown the top independent financial advisor in Minnesota, ranking 45^th in the nation.

“This recognition is very meaningful as we prepare to celebrate 45 years in business this coming year,” says Kim Brown, president of JNBA Financial Advisors. “Since our founding days, we have prioritized and embraced the power of a conflict-free fiduciary model as it allows us to put our clients’ interests first each and every day.”

According to Barron’s, the rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. The rankings can be found in the Sept 18 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 nearly $1.4 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., 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.

Additionally, in March 2023, Richard and JNBA Financial Advisors were named to Barron’s list of the 1,200 top advisors in the country for the 14th consecutive year.

“We wholeheartedly embrace our independent model, as it allows us the freedom to shape our advice driven by advocacy^® approach and the top-tier service we have been passionate about providing to individuals, families, and organizations for decades,” says CEO Richard S. Brown. “I’m deeply grateful for the talented professionals on our team at JNBA and the continued trust of our clients.”

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 asset management. As a nearly 45-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 jnba.com.

*As seen 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, 3/12/18, 9/17/18, 3/11/19, 9/16/19, 3/16/20, 9/14/20, 3/15/21, 9/20/21, 3/14/22, 9/19/22, 3/13/23, & 9/18/23 issues of Barron‘s magazine. 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 jnba.com/disclosure.

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