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Advisors
Register now to manage accounts, create MAx Models and get access to our Knowledge Bank.

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Create Account to manage your assets on the Jefferson National Account Management website.

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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
November 05, 2014

The Fee-Based Advisor's VA

To manage strategies for maximum tax efficiency, fee-based advisor Wes Martin needed a simple, transparent investment solution with a broad selection of investment options. The low-cost Monument Advisor VA proved to be the solution that helps him meet the needs of his high-net-worth clients.

How Independent Advisors are using Monument Advisor

Trade Multiple Accounts Quickly

Our powerful Account Management platform allows you to build models according to your strategies and manage them easily, with minimal clicks.