May 3, 2016
Advisors and Investors More Likely to Vote Republican—But Believe Democrat Will Win
April 20, 2016
Outsource portfolio management to recognized third-party investment advisors (TPIAs) offering proven strategies within leading tax-advantage investing solution
March 29, 2016
Full Integration of Low-Cost Tax-Advantaged Investing Solution on a Highly Efficient Trading Platform Supports Sophisticated Portfolio Management
March 1, 2016
Jefferson National partners with Exceed Investments to launch the JNF Exceed Defined Shield Index Portfolio for RIAs and Fee-Based advisors.
December 7, 2015
Thomas J. Quinn Brings More than a Decade of Expertise as CFA and Seasoned Portfolio Manager to Pivotal Executive Role
December 1, 2015
Exceed Investments to develop first Variable Insurance Trust built exclusively for Jefferson National's Monument Advisor.
November 4, 2015
Leading Tax-Advantaged Investing Platform Expands Industry’s Largest Lineup by Adding JP Morgan Fund Family and New Funds from John Hancock and Goldman Sachs
October 27, 2015
Partnership Will Provide RIAs and Fee-Based Advisors with Full Integration of Leading Low-Cost Tax-Advantaged Investing Solution and Robust Portfolio Management Platform
October 20, 2015
New partnership with Quovo provides RIAs and Fee-Based advisors with high quality data aggregation.
September 21, 2015
Jefferson National partners with Orion Advisor Services to provide advisors with a seamless platform for tax-advantaged investing.