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JEFFERSON NATIONAL FINANCIAL CORP.

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Company Details

Name: JEFFERSON NATIONAL FINANCIAL CORP.
Legal type: Foreign Corporation
Status: Inactive
Standing: Good
Profit or Non-Profit: Profit
File Date: 17 May 2006 (19 years ago)
Authority Date: 17 May 2006 (19 years ago)
Last Annual Report: 19 Jun 2023 (2 years ago)
Organization Number: 0638977
Principal Office: NWSOP, ONE WEST NATIONWIDE BLVD, COLUMBUS, OH 43215
Place of Formation: DELAWARE

President

Name Role
Eric S Henderson President

Secretary

Name Role
Denise L. Skingle Secretary

Director

Name Role
John A. Reese Director
John L. Carter Director
Eric S. Henderson Director
Steven A. Ginnan Director
Stormi Fuller-Napier Director
Kaitlin Weber Director

Registered Agent

Name Role
KY SECRETARY OF STATE Registered Agent

Treasurer

Name Role
John A. Reese Treasurer

Form 5500 Series

Employer Identification Number (EIN):
203289512
Plan Year:
2015
Number Of Participants:
196
Sponsors Telephone Number:
5025873838
File:
View File
Plan Year:
2014
Number Of Participants:
104
Sponsors DBA Name:
JEFFERSON NATIONAL FINANCIAL
Sponsors Telephone Number:
5025873838
File:
View File
Plan Year:
2013
Number Of Participants:
110
Sponsors Telephone Number:
5025873845
File:
View File
Plan Year:
2012
Number Of Participants:
93
Sponsors Telephone Number:
5025873872
File:
View File
Plan Year:
2011
Number Of Participants:
95
Sponsors Telephone Number:
5025873872
File:
View File

Filings

Name File Date
App. for Certificate of Withdrawal 2024-01-17
Annual Report 2023-06-19
Annual Report 2022-06-21
Annual Report 2021-06-18
Annual Report 2020-06-17

Trademarks

Serial Number:
86847967
Mark:
TAX-EFFICIENT FRONTIER
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2015-12-14
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
TAX-EFFICIENT FRONTIER
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
financial services, namely, annuity underwriting and issuance services; financial analysis and investment management designed to optimize risk/return through the use of tax deferral and asset location strategies
First Use:
2010-07-06
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86286680
Mark:
MAXIMIZE CLIENT OUTCOMES
Status:
Abandoned because no Statement of Use or Extension Request timely filed after Notice of Allowance was issued. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2014-05-20
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
MAXIMIZE CLIENT OUTCOMES
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Insurance and annuity underwriting and issuance, agency, brokerage, and administration services for individual and group life; mutual funds, investment contracts, and retirement and savings plan advisory services; financial analysis and consultation with respect to life and long term care; financial...
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
86252896
Mark:
VOLATILITY DEFENSE
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2014-04-15
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
VOLATILITY DEFENSE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
insurance and annuity underwriting and issuance, agency, brokerage, and administration services for individual and group life; mutual funds, investment contracts, and retirement and savings plan advisory services; financial analysis and consultation with respect to life and long term care; financial...
First Use:
2014-03-24
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
86250964
Mark:
UNLOCK RETIREMENT INCOME
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2014-04-14
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
UNLOCK RETIREMENT INCOME
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Insurance and annuity underwriting and issuance, agency, brokerage, and administration services for individual and group life; mutual funds, investment contracts, and retirement and savings plan advisory services; financial analysis and consultation with respect to life and long term care; financial...
First Use:
2014-04-08
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED
Serial Number:
85057750
Mark:
TAX-EFFICIENT FRONTIER
Status:
Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2010-06-08
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
TAX-EFFICIENT FRONTIER
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
financial services, namely, annuity underwriting and issuance services; financial analysis and investment management designed to optimize risk/return through the use of tax deferral and asset location strategies
First Use:
2010-07-06
International Classes:
036 - Primary Class
Class Status:
SECTION 8 - CANCELLED

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