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.”
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.
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
Financial 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.
The 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.
Kathy 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.
Best 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.
Better 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.