Awards & Media

Top-Wealth-Manager---Website-Tile.jpg 
Our role goes beyond analyzing data and implementing strategies. We pride ourselves on being a business of integrity—where solid client partnerships are formed and full potential is realized. At JRA, we aspire to exceed your expectations.

In the Spotlight

 

BestPracticesAward.png
2015 Best Practices - Investment News Magazine

At the New York City workshop in October 2015, InvestmentNews Magazine selected 24 firms from across the nation that have gone above and beyond in growth this year. The study highlighted ways in which firms have punched through the ceiling with the most advantageous use of staff members and technology strategies. “The winners think about their practices and businesses as CEOs rather than just advisers,” Mark Bruno, Associate Publisher with InvestmentNews Magazine, said. “All of these firms are run by people with a long term vision.” 

 
TopWealthManager2013.gif
2016 Top Wealth Management Firm - Minneapolis-St. Paul Business Journal

The Minneapolis-St. Paul Business Journal releases an annual list of the Top Wealth Management Firms by assets under management in the Twin Cities area.  We are excited to announce that JRA Financial was listed 41st out of 50 firms who made the list for 2016. We were also in the top 18 for independent firms, and number 1 for firms run by women.
 


Top100-Branch-Managers4.gif Top 100 Branch Managers 2014 - On Wall Street Magazine

On Wall Street, a high profile magazine for wealth managers, released its 7th annual list of the nation’s Top Branch Managers. Featured in the Top 100 is JRA Financial President & CEO Kathy Moss. Kathy is one of only four branch managers named from the state of Minnesota. The award highlights the industry's branch managers that bring out the best in their advisors. "Like the coach of a winning team, a top branch manager helps guide his or her advisors through good times and bad. He gets star players to shine, supports those who need a little extra coaching and recruits promising new talent," On Wall Street magazine


Cetera-Financial-Advisor-Of-The-Year-Award-WebsiteTile.gifFinancial Advisor of the Year - Cetera Advisor Networks

At this year's National Planning Conference, Kathy Moss JRA Financial's President & CEO was named the 2012 Financial Advisor of the Year. Kathy was selected from 1950+ Registered Representatives within Cetera Advisor Networks (15th largest Broker-Dealer in the Nation, Investment News) to receive the award.  Consideration for the award was comprised of both excellence in serving clients as well as a strong personal commitment to giving back to the community. We invite you to watch Kathy's acceptance speech on JRA's FaceBook page.
 


TopAdvisoryWebsites.gifThe Advisory Profession's Best Websites - Bob Veres, Advisor Perspectives

On November 5, 2013 Bob Veres published “The Advisory Profession’s Best Web Sites” where JRAFinancial.com was first on the list of web sites demonstrating excellence.  Veres, the former editor of Financial Planning magazine and founder of the nationally-renowned Investment Insider master study group, highlighted JRAFinancial.com to thousands of the country’s top producing Financial Advisors as an example of what to do right.  
 


Women-In-Business-Top-25-Industry-Leader-MSPBizJournal2.gifKathy Moss - Women in Business: Top 25 Industry Leader

The Minneapolis-St. Paul Business Journal named JRA’s President & CEO Kathy Moss a Top 25 Women in Industry Leader for the Twin Cities metro area in May of 2009. The list was comprised of accomplished women at the forefront of their industries who continue to break new ground. The 25 recipients ranged from authors, to business owners, to directors working in a variety of fields including health care, financial services, the arts, and more. Though each inspiring woman’s role, background, and talents were different, they all had one thing in common beyond their achievements in the business world: each makes giving back time a priority in their personal lives.


BestPlacesToWork3.gifBest Places to Work - Small Business

The Minneapolis-St. Paul Business Journal named JRA Financial a 2008 Best Place to Work in the Small Business category. Of the 250 small and medium size companies evaluated, JRA was ranked at #15 in the small company category. We are especially proud of this honor as it is a direct result of feedback from our staff. With the amount of time we spend at work, we are firm believers that you should enjoy what you do.  Over the years we have worked hard to promote a corporate culture that stresses the importance of family, provides opportunity for personal and professional growth, and inspires dedication and excellent customer service.


Betterbusinessbureau.gifBetter Business Bureau

JRA Financial has been a Better Business Bureau Accredited Business since 1998. We are proud to currently hold an A+ rating, which has been maintained since joining the BBB.


Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluations.


 


 
JRAisOnFaceBook3.jpg​JRA is on Facebook!

We are excited to announce that JRA is on FaceBook.  On our page you will find the personal stories of our firm, our team, and our families - so you may get to know the people and values that shape JRA.  There are employee spotlights, photos and quotes that inspire us, as well as contests and event invites exclusively for our FaceBook followers. We invite you to follow us on FaceBook.com/JRAFinancial, engage in lighthearted posts and become a part of the JRA community.  



FMSC-Post-copy2.jpgJRA Financial volunteers produce 15,240 life-saving meals

Dozens of JRA Financial clients, employees, and friends gathered to feed starving children. Through an effort between JRA Financial Advisors and Twin Cities-based Feed My Starving Children (FMSC), volunteers packed 15,240 life-saving meals at the FMSC warehouse located in Coon Rapids, Minnesota. The meals will feed 42 starving children for an entire year.

“It is always amazing to see JRA’s community come together and help those who need it most.  This is the fifth year we have held the event, and each year we are reminded of the profound impact individuals can make by donating something as simple as time,” said Katherine Moss, President of JRA Financial. 

JRA Financial Advisors is a financial planning firm which takes pride in being a business competitors aim to replicate.  Through their Pathway to Purpose™ model, the firm is uniquely equipped to help clients identify opportunities that align with their values, and create retirement and investment plans which help clients attain their goals.  JRA Financial is located in Maple Grove, MN and ranks among the Twin Cities 25 largest wealth management firms by Assets Under Management (source: Minneapolis-St. Paul Business Journal). 
  
 

Awards & Recognition

 

BestPracticesAward.png2015 Top Wealth Manager Firm - Minneapolis-St. Paul Business Journal

At the New York City workshop in October 2015, InvestmentNews Magazine selected 24 firms from across the nation that have gone above and beyond in growth this year. The study highlighted ways in which firms have punched through the ceiling with the most advantageous use of staff members and technology strategies. “The winners think about their practices and businesses as CEOs rather than just advisers,” Mark Bruno, Associate Publisher with InvestmentNews Magazine, said. “All of these firms are run by people with a long term vision.” 

TopWealthManager2013.gif
2015 Top Wealth Manager Firm - Minneapolis-St. Paul Business Journal

On February 27th, the Minneapolis-St. Paul Business Journal released a list of the Top Wealth Manager Firms by assets under management in the Twin Cities area.  We are excited to announce that JRA Financial was listed 41st out of 50 firms who made the list. We were also in the top 18 for independent firms, and top 2 for firms ran by women.
 

Top100-Branch-Managers4.gif Top 100 Branch Managers 2014 - On Wall Street Magazine
On Wall Street, a high profile magazine for wealth managers, released its 7th annual list of the nation’s Top Branch Managers. Featured in the Top 100 is JRA Financial President & CEO Kathy Moss. Kathy is one of only four branch managers named from the state of Minnesota. The award highlights the industry's branch managers that bring out the best in their advisors. "Like the coach of a winning team, a top branch manager helps guide his or her advisors through good times and bad. He gets star players to shine, supports those who need a little extra coaching and recruits promising new talent," On Wall Street magazine


Cetera-Financial-Advisor-Of-The-Year-Award-WebsiteTile.gifFinancial Advisor of the Year - Cetera Advisor Networks

At this year's National Planning Conference, Kathy Moss JRA Financial's President & CEO was named the 2012 Financial Advisor of the Year. Kathy was selected from 1950+ Registered Representatives within Cetera Advisor Networks (15th largest Broker-Dealer in the Nation, Investment News) to receive the award.  Consideration for the award was comprised of both excellence in serving clients as well as a strong personal commitment to giving back to the community. We invite you to watch Kathy's acceptance speech on JRA's FaceBook page.
 


TopAdvisoryWebsites.gifThe Advisory Profession's Best Websites - Bob Veres, Advisor Perspectives

On November 5, 2013 Bob Veres published “The Advisory Profession’s Best Web Sites” where JRAFinancial.com was first on the list of web sites demonstrating excellence.  Veres, the former editor of Financial Planning magazine and founder of the nationally-renowned Investment Insider master study group, highlighted JRAFinancial.com to thousands of the country’s top producing Financial Advisors as an example of what to do right.  
 


Women-In-Business-Top-25-Industry-Leader-MSPBizJournal2.gifKathy Moss - Women in Business: Top 25 Industry Leader

The Minneapolis-St. Paul Business Journal named JRA’s President & CEO Kathy Moss a Top 25 Women in Industry Leader for the Twin Cities metro area in May of 2009. The list was comprised of accomplished women at the forefront of their industries who continue to break new ground. The 25 recipients ranged from authors, to business owners, to directors working in a variety of fields including health care, financial services, the arts, and more. Though each inspiring woman’s role, background, and talents were different, they all had one thing in common beyond their achievements in the business world: each makes giving back time a priority in their personal lives.


BestPlacesToWork3.gifBest Places to Work - Small Business

The Minneapolis-St. Paul Business Journal named JRA Financial a 2008 Best Place to Work in the Small Business category. Of the 250 small and medium size companies evaluated, JRA was ranked at #15 in the small company category. We are especially proud of this honor as it is a direct result of feedback from our staff. With the amount of time we spend at work, we are firm believers that you should enjoy what you do.  Over the years we have worked hard to promote a corporate culture that stresses the importance of family, provides opportunity for personal and professional growth, and inspires dedication and excellent customer service.


Betterbusinessbureau.gifBetter Business Bureau

JRA Financial has been a Better Business Bureau Accredited Business since 1998. We are proud to currently hold an A+ rating, which has been maintained since joining the BBB.


Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the adviser by any client nor are they representative of any one client’s evaluations.


 

News & Social Media


 
JRAisOnFaceBook3.jpg​JRA is on Facebook!

We are excited to announce that JRA is on FaceBook.  On our page you will find the personal stories of our firm, our team, and our families - so you may get to know the people and values that shape JRA.  There are employee spotlights, photos and quotes that inspire us, as well as contests and event invites exclusively for our FaceBook followers. We invite you to follow us on FaceBook.com/JRAFinancial, engage in lighthearted posts and become a part of the JRA community.  

FMSC-Post-copy2.jpgJRA Financial volunteers produce 15,240 life-saving meals

Dozens of JRA Financial clients, employees, and friends gathered to feed starving children. Through an effort between JRA Financial Advisors and Twin Cities-based Feed My Starving Children (FMSC), volunteers packed 15,240 life-saving meals at the FMSC warehouse located in Coon Rapids, Minnesota. The meals will feed 42 starving children for an entire year.

“It is always amazing to see JRA’s community come together and help those who need it most.  This is the fifth year we have held the event, and each year we are reminded of the profound impact individuals can make by donating something as simple as time,” said Katherine Moss, President of JRA Financial. 

JRA Financial Advisors is a financial planning firm which takes pride in being a business competitors aim to replicate.  Through their Pathway to Purpose™ model, the firm is uniquely equipped to help clients identify opportunities that align with their values, and create retirement and investment plans which help clients attain their goals.  JRA Financial is located in Maple Grove, MN and ranks among the Twin Cities 25 largest wealth management firms by Assets Under Management (source: Minneapolis-St. Paul Business Journal). 
  
 

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved