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


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

IRI Insight Newsletter: Advisors' Take on The Retirement Income Challenge

Mitchell H. Caplan

In the IRI’s Insight Newsletter, our CEO Mitch Caplan cites results from the Advisor Authority Study, addressing the “very real” Retirement Income Challenge. 

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Resources for advisors

Jefferson National and Orion Advisor Services Partner to Provide RIAs and Fee-Based Advisors with Seamless Platform for Tax-Advantaged Investing

Jefferson National partners with Orion Advisor Services to provide advisors with a seamless platform for tax-advantaged investing.

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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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