Jefferson National Partners
You’ll know us by the company we keep
- National Association of Active Investment Managers naaim.orgNAAIM members’ investment strategies reflect the belief that the best investing approaches are active and adapt to current market conditions. Jefferson National provides a host of underlying funds that fit an active portfolio.
- National Association of Personal Financial Advisor napfa.orgThe National Association of Personal Financial Advisors is the nation’s leading organization of fee-only comprehensive financial planning professionals. Jefferson National has been a NAPFA Resource Partner for many years. Designing services and products for the fee-only advisor — and a commitment to providing uncompromised consumer value — is what NAPFA is all about. Us too.
- TDAmeritrade tdainstitutional.comTDAmeritrade has long been a strong industry partner and advocate for RIAs and Independent Advisors. So has Jefferson National. Matter of fact, it's what our business was built around. Jefferson National has been an Affinity Partner of TD Ameritrade for more than four years (and counting).
- Trade PMR tradepmr.comAs the first and only Preferred Annuity Partner of TradePMR, Jefferson National is pleased to call TradePMR advisors our partners. Whether you're an existing Independent Advisor looking for a Broker Dealer who understands your fee-based practice, or are in the market to become an Independent RIA, Jefferson National and TradePMR can help with products and technology solutions that fit the fee-based model.
- Pershing Advisor Solutions: pershing.com/riaPershing 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.
- Schwab Institutional: schwabadvisorcenter.comSchwab is focused on what matters most to RIAs and independent advisors: serving your clients, running your businesses efficiently and growing for the future. Jefferson National products are easily integrated into your Schwab accounts via DST downloads.
- Commonwealth Financial Network: commonwealth.comCommonwealth is one of the largest fee-based Broker Dealers in the country. Since 1979 they've been on a mission to help independent advisors grow their businesses. Jefferson National has been available to Commonwealth advisors since 2007 on their PPS Custom and PPS Direct platforms.
- Triad Advisors: triad-advisors.comTriad Advisors understands advisors. With a combination of sophisticated technology and friendly, personal support, coupled with an extensive menu of wealth management solutions, Triad delivers the resources to help you serve your clients and grow your business more efficiently and effectively. Jefferson National has the same playbook.