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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

Thanksgiving Holiday Trading Schedule

Markets will be closed on Thursday, November 23rd in observance of the Thanksgiving Holiday. All variable subaccounts in Jefferson National products will be closed for trading that day and will be closing 3 hours earlier than their usual cutoff times on Friday, November 24th. Please see a prospectus for regular fund closing times. Questions? Call us at (866) 667-0561.

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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

Press Releases May 9, 2017

New Product Enhancement to Monument Advisor Provides Optional Death Benefit to Serve Growing Legacy Planning Needs

Designed Expressly for RIAs and Fee-Based Advisors: Simple, Low Cost, Transparent and More Choice

Press Releases May 3, 2017

Jefferson National, now operating as Nationwide's advisory solutions business, adds Six New Funds to Industry's Largest Lineup to Help RIAs and Fee-Based Advisors Maximize Tax-Advantage Investing

Award-Winning Strategy from MainStay and Five New Funds Subavised by Top Managers Including Dimensional Fund Advisors (DFA), JPMorgan, Neuberger Berman and American Century

Press Releases March 1, 2017

Nationwide completes acquisition of Jefferson National

Nationwide completes acquisition of Jefferson National and commits to preserving and supporting existing structure and teams.

Press Releases February 27, 2017

Majority of RIAs and Fee-Based Advisors Say Stock Market Will Rise--but Washington Politics will Cause Ongoing Volatility

According to Jefferson National’s Latest Survey Advisors Say Tax Reform Top of Mind for Clients and Most Likely to Impact Portfolio Management. 

Press Releases December 5, 2016

New Research Profiles Two Predominant Types of Investors and Three Prevailing Types of Advisors to Help RIAs and Fee-Based Advisors Better Serve their Clients and Grow their Practice

Ultra-High Net Worth Investors Likely to be Younger and Prefer Active Management; High Earning Advisors More Likely to Use Active Management and Target Younger Clients, according to Jefferson National’s second annual Advisor Authority Study