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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 - Special Report 2016: Generational Data Book

08/18/2016

Explore the generational findings of Advisor Authority in this special report, including a breakdown of investor interests and concerns and tactics you can use to attract the next generation of investor.

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PROFESSIONAL

Get access to all our Advisor Insights
and whitepapers

Resources for advisors

How to Attract the Next Generation of Investor: Holistic Planning, Fiduciary Model and Advisor Experience Are Key to Earn Trust of Gen X and Millennials

Successful Advisors drive greater growth and profits by meeting needs of Next-Generation Investors, according to Jefferson National’s second annual Advisor Authority Study

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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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