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Metro Newsroom

Jefferson National Officially Opens New and Expanded Headquarters

Wednesday April 17, 2013

Mayor Greg Fischer and officials from Greater Louisville Inc.- the Metro Chamber of Commerce today announced that Jefferson National, a recognized innovator of tax-advantaged investing solutions, has officially opened its new state-of-the-art headquarters. The opening is a major milestone in the company’s 5-year expansion plan that began when it relocated its corporate headquarters from New York to Louisville early last year.

“This is one more example of the Commonwealth’s great success in attracting dynamic business leaders to our area to contribute to the growth of more jobs and greater economic development,” said Governor Steve Beshear. “By expanding into this new facility, Jefferson National is already ahead of schedule in bringing a multi-million dollar investment and high-paying jobs to Kentucky, and we look forward to their continued success.”

“Jefferson National’s new expanded state-of-the-art facility has been designed and built to accommodate the rapid growth of its workforce with dozens of high paying professional jobs,” said Fischer. “Jefferson National is clearly committed to becoming a vital contributor to the Louisville community, providing opportunities for development and advancement in a workplace that is highly entrepreneurial.”

Over the next five years, Jefferson National plans to significantly increase its workforce, adding 95 new jobs by the year 2017. Primarily high-skilled, high-wage positions in sales, marketing, tech support and software engineering, these new jobs are projected to generate nearly $8 million in payroll. In 2012, Jefferson National added 33 new hires, and by the end of 2013 the company will hire an additional 20 to 25 new employees. As of first quarter 2013 Jefferson National is half way to its goal having already added 13 new positions.

“We see Louisville as the right location to attract and retain the talent we need to become a leading financial services franchise. In 2012, we made significant progress creating new jobs and are on track to exceed the goals of our five-year expansion plan here in this city,” said Mitchell H. Caplan, CEO Jefferson National. “And while challenging markets have driven many of our competitors to downsize or exit the business entirely, we’ve achieved growth across all metrics, setting records for sales, assets under management, and advisors served. A major factor in our success has been the support that we have received from Mayor Fischer and Greater Louisville Inc., as well as Governor Beshear and the Commonwealth of Kentucky.”

Jefferson National’s relocation from New York and expansion in Louisville also includes an investment in the local economy estimated at more than $4.1 million by 2017. The company’s move to its new facility in eastern Jefferson County, which has essentially doubled the size of its office space, includes an initial investment of more than $2 million. Jefferson National has collaborated with a number of top-tier Louisville-based partners including Faulkner Real Estate, CB Richard Ellis, Greg Olympia, Design Studio LLC, RLM Construction, OfficeMax Workplace Interiors, Teknion, Unified Technologies, Mirazon, Creative Image Technologies, Ready Electric, Fire Equipment Service Company, Evapar and Kerr-Greulich Engineers, Inc.

“Jefferson National is a real pioneer in the financial services industry, recognized for creating a new category of product and proprietary technology which has positioned them as a leader in the fast-changing industry,” said Craig Richard, President & CEO, Greater Louisville Inc. “Their commitment to expand in Louisville is a clear vote in favor of the home-grown talent and innovation that is here in our city of Louisville, and we welcome them as valued partners in driving greater economic development.”

Over the past 15 months, Jefferson National has created value-added products and services for the market's fastest growing demographic of high net worth investors and the financial service industry's fastest growing distribution channel of RIAs and fee-based advisors.

The Kentucky Economic Development Finance Authority preliminarily approved Jefferson National for tax incentives of up to $2 million for up to 10 years through the Kentucky Business Investment program. The performance-based incentives allow a company to keep a portion of its investment over the term of the agreement through corporate income tax credits and wage assessments by meeting job and investment targets.


About Greater Louisville Inc.

Greater Louisville Inc. is the Metro Chamber of Commerce, dedicated to connecting and growing businesses. We lead economic development for the region, driving job creation and entrepreneurship. GLI is committed to transforming our community by improving the region’s quality of life, advocating for a pro-business environment and developing a talented workforce. For more information, visit

About Jefferson National Financial Corp.

Jefferson National is a recognized innovator of tax-advantaged investing solutions for RIAs, fee-based advisors and the clients they serve. Jefferson National offers the industry’s largest selection of more than 390 funds, including more than 70 alternative investment options, and the most subaccounts with the 5- and 4-star Morningstar Rating for four consecutive years.1 Utilizing a highly flexible technology platform, an innovative distribution strategy, and cost-effective servicing capabilities, the firm is a winner of more than 30 industry awards including the DMA 2010 Financial Services Company of the Year.2 Serving a network of 2,000 RIAs and fee-based advisors nationwide, the Company is based in Louisville, Ky., with authority in 49 states and the District of Columbia. To reach our advisor support desk, please call 1-866-WHY-FLAT (1-866-949-3528). To learn more, please visit

1Morningstar data as of 08/15/12.

2Jefferson National was reviewed by the Direct Marketing Association, including a panel of independent judges and industry peers, and won for re-engineering the traditional commission-based distribution model and replacing it with an unprecedented web-based direct marketing approach.