Monday, Nov 24th

Last update:06:33:31 PM GMT

You are here: Business Finance A Wealth Management Team with All the Right Resources.
JRA Financial offers a team-based approach to wealth management. Within the firm’s core of eight planners are specialists in financial planning, investing, preparing taxes and purchasing insurance.  With the support of a dedicated investment research department, each team member helps manage accounts and provides clients insight along each step of their financial journey.

The JRA system is the product of years of development under current CEO Kathy Moss. In 1995, JRA founder Jim Reynolds was looking to expand and partnered with Moss for her background in systems and practice management. The two formed J. Reynolds Associates with a simple vision: “A better way to manage money.”  Unfortunately, Jim Reynolds suffered a stroke in 2002, leaving him unable to return to his previous role just as markets were finding their bottom in the worst three-year cycle since the Great Depression. The management systems Kathy Moss had put in place allowed JRA to shuffle responsibilities and transition smoothly despite Reynolds’s absence. 

Although it was an experience JRA wished upon no one, it revealed a new resilience in the team members and moved the firm’s structure to one with greater depth.  Today, the strength of their team is still the most common reason referrals say they choose JRA Financial Advisors. 

For the past four years, Moss has been honored with the Five Star Wealth Manager recognition from “Twin Cities Business” and “Minneapolis-St.Paul” magazines.  She has also been recognized with the Women in Business: Industry Leader distinction by the “Minneapolis-St. Paul Business Journal.”  Even in a volatile market, Kathy Moss is gearing up for her tenth successful year as CEO of JRA, and continues to lead a financial firm which others aim to replicate.

Securities offered through Financial Network Investment Corporation, Member SIPC. JRA Financial Advisors and Financial Network are not affiliated.

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.

For more information, please visit: www.jrafinancial.com
We recommend:
Guiding People Through Retirement
Understanding the need to prepare for retirement came to Patrick A. Strubbe when he turned 16 years
Retirement Looks Different for Everyone
Gone are the days of throwing a blanket investment policy over the retirement planning needs of ever
A Paladin with a Different Methodology
Medieval history is filled with the stories of “paladins,” those knights renowned for their chi
A uniform fiduciary standard? It Could Work – If Done Right
A uniform fiduciary standard might keep the wolves of Wall Street at bay, but only if regulators ta