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What I value most
about JeffNat is
how well they do
what they do.

Aaron Grey
Director of Operations, Denver Money Manager

We’re the people who
re-engineered the
variable annuity

Our MISSION

We aim to help RIAs and fee-based advisors better serve their clients to build wealth and achieve their financial goals.

Our GOAL

We help advisors take a seat on the client’s side of the table by delivering greater consumer value.

New in the Knowledge Bank

The Tax-Advantaged Approach to Alternative Investing: Volatility has Delivered a Tough Blow to Investors

David Lau, COO, Jefferson National , 10/31/2013

Alternative strategies can help to reduce risk and enhance diversification through low correlation with the general equity and fixed income markets. This protects portfolios against extreme market conditions.

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Resources for advisors

Jefferson National Launches Innovative Retirement Income Solution for RIAs, Fee-Based Advisors and Their Clients

Today, Jefferson National, a market leader in tax-advantaged investing, introduced the JNF SSgA Retirement Income Portfolio to be managed by State Street Global Advisors (SSgA), a global leader in asset management. 

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Frequently Asked Questions

Who is Jefferson National?
Founded in 1937, Jefferson National is a recognized innovator of tax-deferred investing solutions for RIAs, fee-based advisors and the clients they serve. Creating the industry's largest selection of investment options, and utilizing a highly-flexible technology platform, an innovative distribution strategy, and cost-effective servicing capabilities, we serve a network of 2,000 RIAs and fee-based advisors nationwide. The Company is based in Louisville, KY, with authority in 49 states and the District of Columbia.

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