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
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.
Get access to all our Advisor Insights
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.