First Name:
Last Name:
Company Name:
Email Address:
Phone Number:
State:
Select
AK
AL
AR
AZ
CA
CO
CT
DE
FL
GA
HI
IA
ID
IL
IN
KS
KY
LA
MA
MD
ME
MI
MN
MO
MS
MT
NC
ND
NE
NH
NJ
NM
NV
NY
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VA
VT
WA
WI
WV
WY
I am a(n):
Select
RIA
RIA with a B/D
B/D Registered Rep
Your Broker / Dealer Name:
Assets under management:
Select
0 - 25M
25M - 50M
50M - 100M
100M - 250M
250M - 500M
500M+
% of fee-based business:
Select
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
55%
60%
65%
70%
75%
80%
85%
90%
95%
100%
How did you hear about us?
Select
AD - Financial Advisor
AD - Financial Planning
AD - Investment Advisor
AD - Investment News
Article/PR
Saw us on the Internet
Word of Mouth
Have clients who need more tax deferral?
Select
Yes
No
Select all of the following CRM software you currently use:
Select
ACT
Advent Axys
EbixCRM
Envestnet
Goldmine
Morningstar Office
Portfolio Center
RedTail
Tamarac
Other
Select all of the following reporting software you currently use:
Select
BlackDiamond
Envesnet
Orion
RedTail
Tamarac
Other
Select all of the rebalancing software you currently use:
Select
Envestnet
iRebal
Orion
RedTail
Tamarac
Other
Select all of the aggregation software you currently use:
Select
Albridge
ByAllAccounts
DST
Envestnet
Other
IARD/CRD#:
Have clients with variable annuities?
Select
Yes
No
Select all of the organizations you belong to, and where you custody assets:
Select
ACA
BAM
DFA
Dynamic Wealth Advisors
Fidelity
Garrett
NAAIM
NAPFA
Pershing
Russell
Schwab
TD Ameritrade
Trade PMR
Select all of the following bond fund familes you use in client portfolios:
Select
Dimensional Funds
Eaton Vance
Fidelity
Franklin
Invesco
PIMCO
Pioneer
Putnam
Vanguard
Other
Select all of the following alternative fund families you use in client portfolios:
Select
Altegris
AQR
BlackRock
Guggenheim
Hatteras
Merger
Pax World
SSgA
Virtus
Other
Select all of the following asset classes you use in client portfolios:
Select
Alternatives
Bond Funds
Dividend Funds
REITs
Small Cap
Tactically Managed Funds
Other
Please list which, if any, TPIAs you currently use (separated by commas):
I authorize that I am a financial professional.
Jefferson National Passes the $1 Billion Mark
Article
Tell us where and to whom to send your free Article:
Note: This is provided free of charge by Jefferson National.