Barron’s Recognizes JNBA Financial Advisors CEO Richard S. Brown Among Nation’s Top 1,500 Financial Advisors for 17th Consecutive Year
Barron’s Recognizes JNBA Financial Advisors CEO Richard S. Brown Among Nation’s Top 1,500 Financial Advisors for 17th Consecutive Year
Brown again earns top-two ranking on Barron’s list of Minnesota’s advisors
MINNEAPOLIS--(BUSINESS WIRE)--For the 17th consecutive year, Barron’s has named JNBA Financial Advisors CEO and Chairman Richard S. Brown to its list of the Top 1,500 Financial Advisors in the United States. Brown was also once again recognized as one of the top two advisors in Minnesota.
“Being named to this list for the last 17 years is added proof that we have something special here at JNBA,” says Kim Brown, president of JNBA Financial Advisors. “Barron’s takes into account our regulatory record, the quality of our practice, and our philanthropic efforts – all of which are at the core of JNBA’s 47-year foundation. By holding true to our firm’s values of independence, advocacy, and human connection, we are always striving to place JNBA in the best position to serve our clients and our communities.”
As a fiduciary bound to always act in its clients’ best interests, JNBA’s approach of tailoring investment strategies to individual client goals has contributed to its 97 percent client retention rate since it began tracking in 2001. According to Kim Brown, this custom approach along with JNBA’s multi-generational team model have resulted in longstanding relationships. The firm also holds offices in Duluth, Minn., and Bonita Springs, Fla., and has $2 billion in assets under management.
Barron’s rankings are based on a comprehensive set of factors and are meant to act as a starting point for clients looking for an advisor. The rankings can be found in the March 23 issue of Barron’s Magazine and on Barrons.com.
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 47-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 1,500 Financial Advisors, the 2026 award was published in the March 23, 2026 issue. 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 the above rankings, although a fee was paid for marketing materials. 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, although a fee was paid for marketing materials. 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.
Contacts
Brian Bellmont, Bellmont Partners
(612) 255-1111, brian@bellmontpartners.com
