MINNEAPOLIS, Aug. 28, 2015 /PRNewswire/ -- Barron's has named JNBA Financial Advisors' CEO Richard S. Brown to its 2015 list of the Top 100 Independent Financial Advisors. The independent, 36-year-old wealth management firm serves clients across the country – including, for the past 10 years, families in Florida.
"We are extremely proud of our commitment to always acting in our clients' best interests, and being recognized for our independence by Barron's reinforces just how important the client-centric philosophy that we've adhered to for the past four decades is to our clients and our industry," says JNBA President Kim Brown. "Our independence – and particularly our status as a Registered Investment Advisor – is woven into every aspect of our firm's DNA, and informs and supports everything we do."
Earlier this year, for the sixth year in a row, JNBA was named to Barron's list of the 1,200 top advisors in the country. Barron's also ranked Brown as one of Minnesota's top two financial advisors, making the firm the top Registered Investment Advisor (RIA) in the state. Also, JNBA has twice been named one of the nation's top 100 independent wealth advisors by Barron's and The Winner's Circle.*
According to Barron's, the ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 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 customized and integrated financial and investment strategies and solutions has contributed to its 96-percent client retention rate since it began tracking in 2001, and has fueled the firm's continued growth through a challenging economic period. The company expanded to Duluth, Minn., in 2010.
Minnesota-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, 2/23/15 and 8/24/15 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. Rankings are generally limited to participating advisors. 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.
SOURCE JNBA Financial Advisors