Jefferson National

Founded: 1937
Mutual Fund ETF Annuity
Employees: 51-200
Type: private
AUM (in Billions):
Company Phone: 866-667-0564
Sales Phone: 866-667-0561

Jefferson National has a unique approach to creating greater value, with products and services that are tailor-made for the rapidly growing market of RIAs and fee-based advisors. In the wake of financial reform, as more make the move to independence, Jefferson National invents new ways to help advisors take their seat on the client’s side of the table—and new ways to create greater consumer value. It’s the kind of challenge our team has been taking on for nearly two decades.

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SVP of Sales and Strategy
Jefferson National Wholesalers
Adam Keighley
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Joseph Richardson