Recognition as one of the country’s top independent RIAs coincides with firm’s 40th anniversary
MINNEAPOLIS–(BUSINESS WIRE)–#FT300–As it celebrates its 40th anniversary as a leading independent wealth management firm, JNBA Financial Advisors has been named to the Financial Times 300 Top Registered Investment Advisers list. This is the fifth year that JNBA has been recognized on the list, which recognizes top independent RIA firms from across the country; it was also included in the 2014, 2015, 2016 and 2018 editions.
“Our independence has been our firm’s north star for the past four decades,” says Kim Brown, president of JNBA Financial Advisors. “We’re very proud to be recognized once again for our ‘advice driven by advocacy’ approach, unwavering commitment to our clients and leadership as one of the top independent RIAs in the nation, particularly as we mark our 40th anniversary.”
This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry. RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM), AUM growth rate, years in existence, advanced industry credentials of the firm’s advisers, online accessibility, and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
Building on a rich history of operating as an independent RIA and by delivering a high standard of asset management and comprehensive financial planning, 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 billion in assets under management today.
JNBA’s fiercely 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. JNBA’s dedication to being an advocate for its clients, employees and community has fueled the firm’s continued growth, including opening an office in Duluth, Minn., and today, the firm is leading the way with a new, contemporary approach to the family office. Their team provides fiduciary oversight and services – from strategy to implementation – for clients seeking to simplify the oversight of their family’s wealth, from busy C-level executives and business owners to high-net-worth families to high-profile professional athletes and more.
JNBA brings together and ensures that all of the key members of your team – including accountants, attorneys, business consultants and communications specialists – are working together and pointed in the same direction to achieve your goals and objectives.
JNBA has been recognized locally and nationally for its dedication to clients. Better Business Bureau of Minnesota and North Dakota named JNBA a winner of its 2015 BBB Torch Awards for Ethics, and the firm was named a finalist in the 2016 BBB International Torch Awards for Ethics. Barron’s named JNBA a top 1,200 financial advisor every year since 2010 and Minnesota’s top financial advisor in 2018. JNBA was also named to the Forbes list of the Top Wealth Advisors in 2018.
Minneapolis-based JNBA Financial Advisors is an independent fee-only wealth management firm driven to deliver a higher standard of comprehensive planning, asset management, and life enrichment by providing customized financial strategies with an advocacy approach. As a four-decade 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 www.jnba.com.
*As recognized on 9/10/18 on Forbes website. As seen in the 6/27/19, 6/28/18, 6/16/16, 6/18/15 and 6/26/14 issues of the Financial Times and 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, 3/10/18, 9/17/18 and 3/11/19 issues of Barron’s. As recognized by the Better Business Bureau of Minnesota and North Dakota for 2015 and the Better Business Bureau International for 2016. Rankings and/or recognition by unaffiliated rating services and/or 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 Financial Advisors, Inc. 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 Financial Advisors, Inc. 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 advisor. Rankings are generally limited to participating advisors. JNBA’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any referenced ranking. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Please see important disclosure information at www.jnba.com/disclosure.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.
Brian Bellmont, Bellmont Partners
(612) 255-1113, [email protected]