We’re the people who
We aim to help RIAs and fee-based advisors better serve their clients to build wealth and achieve their financial goals.
We help advisors take a seat on the client’s side of the table by delivering greater consumer value.
New in the Knowledge Bank
New Approach to Gamma: Asset Location one of Top Five Factors advisors can use to generate more retirement income.
Get access to all our Advisor Insights
“While investors are aware of volatility’s impact, protecting assets is their number-one concern.” -@Jeffnat President Laurence Greenberg
Resources for advisors
Jefferson National Launches New Technology Integration Resource for RIAs and Fee-Based Advisors to Enhance Accessibility and Efficiencies of Tax-Advantaged Investing
Full Integration with Advisors’ Preferred Tech Tools, Including Top Custodians, Trading Platforms and Account Aggregation, Through Single Centralized Resource