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Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close
Forgot your password?

Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

Account Holders
Create Account to manage your assets on the Jefferson National Account Management website.

close

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

Advisor Authority 2017 Chapter 4: Moving the Needle - Targeting Generation X

Generation X investors are a vital target for RIAs and fee-based advisors’ success. These investors are in their prime earning years and poised to inherit upwards of $30 trillion in the Great Wealth Transfer. In this latest Advisor Authority Special Report,  we will help you better understand the unique priorities, preferences, and concerns.

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PROFESSIONAL

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and whitepapers

 

Resources for advisors

Vast Majority of RIAs and Fee-Based Advisors Have Prepared Clients' Portfolios for Market Correction--and More Than Two-Thirds Recognize Buying Opportunity

New Survey from Jefferson National Indicates Advisors’ Top Three Solutions to Prepare for Correction include Holding Cash, Buying International Stocks and Using Liquid Alternatives

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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 4,000 RIAs and fee-based advisors nationwide. The Company is based in Louisville, KY, and serves advisors and clients in all 50 states and the District ofColumbia, through its subsidiaries Jefferson National Life Insurance Company and Jefferson National Life Insurance Company of New York.

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