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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
September 12, 2016

WEBINAR RECORDING: Jeffnat Quarterly - Fixed Income and Alternatives in a Low-Rate World

JeffNat CIO Tom Quinn was joined this quarter by Guggenheim Senior Managing Director and Macro Strategist Anne N. Mathias for our second 'JeffNat Quarterly' webinar. Tom and Anne discuss alternatives to fixed income and how Guggenheim is navigating this market environment.

August 26, 2016

WEBINAR RECORDING: Use Gold To Diversify Investment Portfolios

Flexible Plan's Len Durso explains how and when to use gold for diversification, and the benefits of holding the tax-inefficient Gold Bullion Strategy Fund in a tax-deferred IOVA.

April 22, 2016

WEBINAR RECORDING: Managing the Market with Alternatives

Columbia and AQR's Bradley J. Jones and Sean Baker discuss how to manage current market volatility with Alternatives.

November 03, 2015

A Win for Tactical Managers and their Clients

Monument Advisor helped Kenjol Capital Management find a home for their tactical strategies. See how Kenjol's Kenny Landgraf is able to win clients he may not have been able to win without this powerful tax-deferred investing tool.

May 21, 2015

Rescue Your Annuity With Monument Advisor From Jefferson National

With their high fees traditional variable annuities can drag down investment performance. Fortunately, you can rescue those assets.

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.