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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
Press Releases May 9, 2016

Jefferson National Launches New ‘Restricted Stretch’ Payout Option for Flat-Fee IOVA to Enhance Suite of Wealth Transfer and Legacy Planning Solutions for RIAs and Fee-Based Advisors

Additional Enhancements Include New Non-Qualified Stretch Calculator and Proposal Generator 

Press Releases May 5, 2016

Jefferson National Expands Industry’s Largest Lineup of Alternative Investment Options to Help RIAs and Fee-Based Advisors Manage Challenging Market

Leading Tax-Advantaged Investing Solution Adds Alternatives from Janus Aspen Global, Columbia and Permal, and New Funds from PIMCO, Fidelity and Invesco

Press Releases May 3, 2016

Presidential Elections Rated One of Top Three Trends That Will Impact Advisors’ and Investors’ Approach to Investing in 2016

Advisors and Investors More Likely to Vote Republican—But Believe Democrat Will Win

Press Releases April 20, 2016

Jefferson National Launches New TPIA Directory for RIAs and Fee-Based Advisors Demanding Strategies to Tackle Today’s Volatile Market

Outsource portfolio management to recognized third-party investment advisors (TPIAs) offering proven strategies within leading tax-advantage investing solution 

Press Releases March 29, 2016

Trust Company of America and Jefferson National Team Up to Help RIAs Take Control of Tax-Advantaged Investing

Full Integration of Low-Cost Tax-Advantaged Investing Solution on a Highly Efficient Trading Platform Supports Sophisticated Portfolio Management

Press Releases March 1, 2016

Jefferson National and Exceed Investments Launch First “Defined Outcome” Fund within Tax-Deferred Wrapper to Help RIAs and Fee-Based Advisors Manage Low Yield, High Volatility Market

Jefferson National partners with Exceed Investments to launch the JNF Exceed Defined Shield Index Portfolio for RIAs and Fee-Based advisors.

Press Releases December 7, 2015

Jefferson National Creates New Position of Chief Investment & Research Officer to Help RIAs and Fee-Based Advisors Optimize Investment Portfolios

Thomas J. Quinn Brings More than a Decade of Expertise as CFA and Seasoned Portfolio Manager to Pivotal Executive Role

Press Releases December 1, 2015

Jefferson National and Exceed Investments Partner to Meet Tax-Advantaged Investing Needs of RIAs and Fee-Based Advisors

Exceed Investments to develop first Variable Insurance Trust built exclusively for Jefferson National's Monument Advisor.

Press Releases November 4, 2015

Jefferson National Adds New BTS Tactical Fixed Income VIT to Help RIAs and Fee-Based Advisors Address Rising Rate Environment

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

Press Releases October 27, 2015

Trust Company of America Announces Strategic Alliance with Jefferson National

Partnership Will Provide RIAs and Fee-Based Advisors with Full Integration of Leading Low-Cost Tax-Advantaged Investing Solution and Robust Portfolio Management Platform