Carson Group announced the acquisition of Jackson Wealth Management, a Lake Mary, Florida-based wealth management firm overseeing more than $1.1 billion in client assets. The move expands Carson’s presence in the Southeast and adds its 46th integrated office as the company continues to grow its national network of advisory firms.
Founded in 1992 by George P. Jackson, Jackson Wealth Management has built a reputation for serving high-net-worth individuals and families through tax planning, investment management, and comprehensive wealth advisory services. The firm operates with a family office approach, offering customized planning solutions for complex financial needs.
Jackson Wealth Management selected Carson Group following an extensive review of potential strategic partners. The firm cited Carson’s platform, planning resources, technology infrastructure, and long-term growth capabilities as key factors in the decision. The transition brings the firm from Osaic to Carson Wealth while preserving its independent culture and client-focused approach.
George Jackson will continue to lead the firm and remain actively involved in client relationships and strategic direction. The advisory team also includes wealth advisors Michael McGahan and Yulia Dance, along with an experienced support staff, positioning the firm for continued expansion under a multi-generational leadership structure.
According to Carson Group, the partnership will provide Jackson Wealth Management with access to institutional-quality investment solutions, advanced tax and estate planning resources, and expanded family office capabilities. The firm will also benefit from Carson’s integrated technology platform and in-house expertise across planning, tax, and investment management.
Carson Group currently manages more than $58 billion in assets and serves over 60,000 client families through a network of more than 165 partner offices nationwide, including over 50 Carson Wealth locations.
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“George has built a highly respected independent advisory firm and earned the trust of his clients through a disciplined, relationship-driven approach to planning, which makes this team an ideal fit for the Carson Wealth community. It’s clear that George has been highly intentional in every aspect of this decision, and we are honored that he chose Carson as the platform to support the next chapter of his firm’s evolution. Carson brings together a network of practitioners and in-house experts across tax, estate and investment management to help advisors and their teams enhance the client experience and grow with purpose.”
Burt White, CEO, Carson Group
“As we looked ahead to the next chapter of our firm, it was important to align with a partner that could expand what we deliver to clients while respecting what we’ve built. We chose Carson because of its depth of resources, integrated planning capabilities and long-term platform strength. This partnership enhances our ability to deliver institutional-quality investment solutions, advanced tax and estate planning, and expanded family office services, while preserving the independence, culture and client-first philosophy that define our firm. It positions us to grow more effectively and serve clients across generations.”
George Jackson, Founder, Jackson Wealth Management
“George has built an exceptional foundation and surrounded himself with a talented next generation of advisors who are deeply committed to their clients and the future of the business. Jackson Wealth Management is exactly the type of firm we look to partner with, established, high-integrity and deeply committed to client outcomes. Our role is to amplify that success and provide the platform to accelerate what comes next. We’re excited to support the Jackson Wealth team as they build the next chapter of their business with Carson.”
Michael Belluomini, Senior Vice President of Mergers and Acquisitions, Carson Group
