The Financial Times has named JNBA Financial Advisors to its 300
Top Registered Investment Advisers list. To compile the inaugural list,
the Financial Times reviewed more than 2,000 independent
Registered Investment Advisory (RIA) firms with $300 million or more in
assets under management (AUM).
The Financial Times graded independent, elite RIA practices on
six broad factors and calculated a numeric score for each firm. Areas of
consideration included AUM, AUM growth, years the firm has been in
existence, industry certifications of staff, SEC compliance record and
“We’re honored to be recognized by the Financial Times, one of
the world’s leading business news organizations,” says JNBA Financial
Advisors President Kim Brown. “We’re extremely proud of the independent
approach to wealth management our firm has pioneered for the past 35
years. This recognition is further reinforcement of just how important
it is – for both investors and the industry – to sit on the same side of
the table as our clients.” The Financial Times 300 was published
in the newspaper’s U.S. edition and on FT.com.
In February, Barron’s named JNBA Financial Advisors’ CEO Richard
S. Brown the top financial advisor in Minnesota. Also, for the fifth
year in a row, the independent RIA firm has been named to Barron’s
list of the 1,200 top advisors in the country.
Also in February, JNBA was named the Mentoring category winner in the
2014 Community Impact Awards presented by Minnesota Business Magazine.
The firm was singled out for its efforts to provide the next generation
of financial planners with real-world experience by helping to establish
one of the nation’s first experiential financial planning learning labs,
at the University of Minnesota – Duluth. JNBA has also twice been named
one of the nation’s top 100 independent wealth advisors by Barron’s and
The Winner’s Circle.* The firm’s commitment to client service has earned
it a higher-than-96-percent client retention rate since 2001.
Bloomington-based JNBA Financial Advisors, Inc.,
is an independent fee-only wealth management firm specializing in
goal-directed asset management and financial planning for 35 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 June 26, 2014 issue of the Financial Times, March
2014 Issue of MinnesotaBusiness and the 07/20/07,
07/11/08, 2/22/10, 2/21/11, 2/20/12, 2/18/13 and 2/24/14 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. Barron’s is a trademark of Dow Jones & Company,
Inc. All rights reserved.
The 2014 Financial Times Top 300 Registered Investment Advisors is an
independent listing produced by the Financial Times (June, 2014). The FT
300 is based on data gathered from RIA firms, regulatory disclosures,
and the FT’s research. As identified by the FT, the listing reflected
each practice’s performance in six primary areas, including assets under
management, asset growth, compliance record, years in existence,
credentials and accessibility. Neither the RIA firms nor their employees
pay a fee to The Financial Times in exchange for inclusion in the FT 300.
For JNBA Financial Advisors:
Source: JNBA Financial Advisors, Inc.