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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 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

Press Releases October 20, 2015

Jefferson National Partners with Quovo to Provide RIAs and Fee-Based Advisors with High Quality Data Aggregation for Tax-Advantaged Investing

New partnership with Quovo provides RIAs and Fee-Based advisors with high quality data aggregation.

Press Releases September 21, 2015

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.

Press Releases September 9, 2015

Jefferson National Selects LifeYield to Power New Asset Location Tool for RIAs, Fee-Based Advisors and the Clients They Serve

Jefferson National partners with LifeYield to develop new asset location tool.

Press Releases July 22, 2015

Successful Advisors Use Robo-Advice for Older and Wealthier Clients—Contrary to Popular Belief

Jefferson National’s First Annual Advisor Authority Study Finds Robo-Advice Reality is Far Different from Perception

Press Releases July 20, 2015

Barron's Names Jefferson National to Top 50 VAs for 3rd Consecutive Year

Jefferson National's Monument Advisor Recognized for Power of Low-Cost Tax Deferral and Industry's Most Alternatives

Press Releases June 17, 2015

EIGHT OUT OF TEN RIAs AND FEE-BASED ADVISORS EXPECT THEIR FIRM’S PROFITABILITY TO INCREASE IN NEXT 12 MONTHS

Jefferson National’s First Annual Advisor Authority Study Finds Most Successful Advisors are Marketing Innovators and Technology Adopters 

Press Releases May 5, 2015

Jefferson National Adds More Liquid Alternatives to Help RIAs and Fee-Based Advisors Manage Risk and Volatility

Tax-Advantaged Investing Platform Expand Industry’s Largest Lineup with New Fund from ALPS, BlackRock and Neuberger Berman