What departments does Jefferson National Financial have?

Jefferson National Financial has employees across 12 departments including Operations, Program & Project Management, Human Resources, Marketing, Finance.

What is the largest department at Jefferson National Financial?

The largest department at Jefferson National Financial is Consultant with 8 employees.

Where are Jefferson National Financial employees located globally?

Jefferson National Financial has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Jefferson National Financial's team size changed over time?

Jefferson National Financial's team has decreased from approximately 24 to 23 employees based on available data.

Jefferson National Financial Employee Directory

InsuranceKentucky, United States51-200 Employees

Jefferson National Financial operates in the insurance sector and develops products and services designed for the rapidly growing market of independent financial professionals. Its offerings center on tax-advantaged investing solutions for registered investment advisers and fee-based advisors, along with the clients they serve, reflecting the shift toward independent advice. The company aims to help advisors participate more directly in client discussions and to deliver greater value on the client side. Based in Louisville, Kentucky, the firm has operated as a mid-sized insurer for nearly two decades.

A notable development in its history occurred in March 2017, when Nationwide Mutual Insurance Company completed its acquisition of Jefferson National. Earlier, the company broadened its reach through partnerships, such as a 2016 collaboration with Securities America to extend its solutions to a wide network of independent advisors.

Jefferson National Financial Global Highlights

North America
110

United States Of America
110

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Jefferson National Financial's Leadership

M. C.
Chief Executive Officer (chief Executive Officer)
Mobile Phone
Email
S. N.
Chief Executive Officer And Managing Member
Mobile Phone
Email
L. G.
President
Mobile Phone
Email
M. G.
Founder
Mobile Phone
Email
R. W.
Founder
Mobile Phone
Email
B. W.
Vice President, Operations
Mobile Phone
Email
M. L.
Vice President, Project Engineering
Mobile Phone
Email
J. S. C.
Director, Human Resources
Mobile Phone
Email

Jefferson National Financial Employee Metrics

100%

50%

0%

2026

2025

Information Technology
Supply Chain
Administrative
Banking
Branding
Other
Consultant

Contact profiles from Jefferson National Financial

Name

Title

Contact Info

Location

Last Update

L. G.
President
Mobile Phone
Email
United StatesNew York
Jun 10, 2026
M. G.
Founder
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
M. C.
Chief Executive Officer (chief Executive Officer)
Mobile Phone
Email
Oct 21, 2024
R. W.
Founder
Mobile Phone
Email
Oct 22, 2024
S. N.
Chief Executive Officer And Managing Member
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
B. W.
Vice President, Operations
Mobile Phone
Email
United StatesFlorida
Oct 20, 2025
M. L.
Vice President, Project Engineering
Mobile Phone
Email
United StatesKentucky
Oct 23, 2024
J. S. C.
Director, Human Resources
Mobile Phone
Email
United StatesKentucky
Jan 05, 2026
D. N.
Director Corporate Communications
Mobile Phone
Email
United StatesNew York
Oct 26, 2025
N. M.
Director Of Marketing Programs
Mobile Phone
Email
United StatesKentucky
May 31, 2026

Frequently Asked Questions

What is Jefferson National Financial known for?

Jefferson National Financial operates in the Insurance industry. The company's main headquarters is located in 10350 Ormsby Park Place Louisville, Kentucky 40223 United States; you can contact the main corporate office by phone at

+1-212-741-****

. Explore Jefferson National Financial's company overview page for more information.

What is Jefferson National Financial's most common email format?

Jefferson National Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Jefferson National Financial email formats with LeadIQ.

How many employees does Jefferson National Financial have currently?

Jefferson National Financial has approximately 72 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Jefferson National Financial's key employees and leadership?

As of December 2025, Jefferson National Financial's key employees include:

Chief Executive Officer (chief Executive Officer): M. C.
Chief Executive Officer And Managing Member: S. N.
President: L. G.
Founder: M. G.
Founder: R. W.

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Jefferson National Financial Employee Directory

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