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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
Trading Alerts

Labor Day Holiday Trading Schedule

Markets will be closed on Monday, September 4, in observance of the Labor Day Holiday. All subaccounts in Jefferson National products will be closed for trading that day. Please see a prospectus for regular fund closing times. Questions? Call us at (866) 667-0561.

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Press Releases April 30, 2018

Nationwide Advisory Solutions Launches New Website Redesigned using Advanced Analytics and Artificial Intelligence to Meet Unique Needs of RIAs, Fee-Based Advisors and Clients they Serve

Enhanced Digital Advisor Experience Developed with Cutting-Edge Technology Stack Represents Key Integration Milestone with New Fortune 100 Parent

Press Releases April 30, 2018

Nationwide Advisory Solutions Expands Louisville Operation with Addition of 30 High-Skilled, High-Wage Open Positions

Important Milestone in Local Company’s Integration with New Fortune 100 Parent Projected to Generate $13 Million in Local Payroll over Next Five Years  

Press Releases March 13, 2018

Fourth Annual Advisor Authority Study Reveals Vast Majority of RIAs and Fee-Based Advisors Expect Tax Reform to Benefit Clients--and Are Taking Proactive Measures to Address Clients' Concerns

Tax Reform Also Expected to Benefit Advisors and Provide Opportunities to Expand their Business

 

Press Releases February 12, 2018

Vast Majority of RIAs and Fee-Based Advisors Have Prepared Clients' Portfolios for Market Correction--and More Than Two-Thirds Recognize Buying Opportunity

New Survey from Jefferson National Indicates Advisors’ Top Three Solutions to Prepare for Correction include Holding Cash, Buying International Stocks and Using Liquid Alternatives

Press Releases January 8, 2018

Third Annual Advisor Authority Study Profiles Generation X Investors – A Vital Target for RIAs and Fee-Based Advisors to Successfully Grow Their Practice

The Special Report Identifies Gen Xers’ Unique Needs to Drive Client Satisfaction and Advisor Success

Platform Alerts November 7, 2017

Monument Advisor Platform Changes

Recent changes to Monument Advisor platform include the addition of 2 investment options, 16 underlying fund name changes, and the closing of 1 underlying fund.

Press Releases November 6, 2017

Third Annual Advisor Authority Study Profiles Emerging High Net Worth Investors to Help RIAs and Fee-Based Advisors Move the Needle and Grow Their Practice

Special Report Reveals One-Third of Emerging HNW and More Affluent Investors Do Not Have Advisors, Identifies Their Unique Needs to Drive Client Satisfaction and Advisor Success.

Press Releases July 24, 2017

Third Annual Advisor Authority Study Confirms Customer Experience is Key Competitive Advantage for RIAs and Fee-Based Advisors to Retain Clients and Drive Greater Growth

Special Report’s 360-Degree View of Customer Experience Reveals What Matters Most to Unlock Client Satisfaction and Advisor Success. 

Press Releases June 27, 2017

Third Annual Advisor Authority Study Shows Investors and Advisors Aligned on Importance of Fiduciary Standard--Regardless of DOL Fiduciary Rule

Fiduciary Standard a Top Driver for Choosing an Advisor—and More than Eight in Ten Advisors Say Fiduciary Model Will Benefit Their Practice

Press Releases May 23, 2017

Washington Politics Rated One of Top Three Trends That Will Impact Advisors' and Investors' Approach to Investing in 2017

Third Annual Advisor Authority Study Shows Gridlock in Washington Spikes among Top Macro Issues Advisors and Investors Believe Will Adversely Impact Portfolios