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 22, 2015
Jefferson National is scheduled to perform routine maintenance on JeffNat.com from Saturday, 9/26 at 8PM ET until 6AM ET on Sunday, 9/27.
September 21, 2015
Jefferson National partners with Orion Advisor Services to provide advisors with a seamless platform for tax-advantaged investing.
September 9, 2015
Jefferson National partners with LifeYield to develop new asset location tool.
July 22, 2015
Jefferson National’s First Annual Advisor Authority Study Finds Robo-Advice Reality is Far Different from Perception