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

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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
Innovation Creating Greater Value +
Revolutionized Financial Services +
Value-Focused Strategy Drives Results +

The JeffNat Team

Management

Territory Managers

We're here to answer
your questions
Call us 866.667.0564

 
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Proudly based in Louisville, Kentucky

We are a recognized innovator of tax-advantaged investing solutions for RIAs, fee-based advisors and the clients they serve. Winner of more than 50 industry awards, including the DMA "2010 Financial Services Company of the Year," and acclaimed for launching the industry's first flat-fee, next-generation variable annuity, we have built a brand trusted and supported by nearly 4,000 RIAs and fee-based advisors nationwide.

Committed to the security of your clients' assets

$4.9 billion GAAP Assets
$86.5 million GAAP Equity
$41.7 million Total statutory capital
and surplus
$527.3 million High quality
investment portfolio
More than 95 investment grade assets

Key measures of our financial strength, including statutory reserves, risk based capital, cash and liquidity, remain above regulatory requirements—and our pure separate account structure helps further ensure the security of your clients' assets.

Our Trophy Case

Recognized as the DMA "2010 Financial Services Company of the Year" and recipient of more than 50 different industry awards, we deliver superior value and have built a strong foundation for future growth. We take special pride that our company mission, website and web tools have been judged to be the best of the best.

Stevies

2014 Silver Award - Most Innovative Company of the Year (Canada and U.S.A.)

2014 Silver Award - Most Innovative Company of the Year up to 2,500 employees

2014 Silver Award - Best Website in Financial Services Category

2011 Finalist - Customer Service Department of the Year in Financial Services Category

2010 Finalist - Sales Department of the Year in Financial Services Category

You'll know us by the company we keep

Pershing Advisor Solutions

Pershing Advisor Solutions is dedicated to serving the needs of growth-minded registered investment advisors serving sophisticated clients. By working with Pershing Advisor Solutions and Jefferson National your clients benefit from the custody services of Pershing and the transparent consumer value of Jefferson National. Jefferson National's Monument Advisor variable annuity is available right on the NetX360 platform so contract data is consolidated within your clients' brokerage accounts.

Visit their website

News and alerts

Company alerts

01/12/2017

Liquidation of the Frankin High Income VIP Fund

The Board of Trustees of the Franklin Templeton Variable Insurance Products Trust has approved plans to liquidate the Franklin High Income VIP Fund, which is offered in Jefferson National’s Monument Advisor Variable Annuity.

01/12/2017

Liquidation of the Eaton Vance VT Large-Cap Value Fund

The Board of Trustees of the Eaton Vance Variable Trust has approved plans to liquidate the Eaton Vance Large-Cap Value Fund, which is offered in Jefferson National’s Monument Advisor Variable Annuity.

01/12/2017

Martin Luther King, Jr. Holiday Trading Schedule

Markets will be closed Monday, January 16, in observance of the Martin Luther King, Jr. Holiday.

View current Job Openings

For more information, contact us directly at Careers@jeffnat.com

Careers

As winner of more than 45 industry awards, including Kentucky's 2014 "Best Places to Work" and Louisville's 2012 "Top Workplaces", we are committed to creating value-added products and services. Grow your skills and break new ground in our innovative and entrepreneurial environment.