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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

Eight Traits of Highly Successful Advisors

Mitchell H. Caplan , 08/18/2015

The advisor industry continues to evolve as innovation disrupts the status quo. For those who can evolve with the industry, there will be greater opportunities ahead. Jefferson National’s inaugural Advisor Authority study identifies “Eight Traits of Highly Successful Advisors” who are driving change in our industry.

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Resources for advisors

Successful Advisors Use Robo-Advice for Older and Wealthier Clients—Contrary to Popular Belief

Jefferson National’s First Annual Advisor Authority Study Finds Robo-Advice Reality is Far Different from Perception

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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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