Carson Group Acquires Jackson Wealth Management
June 5, 2026
Carson Group announced the acquisition of Jackson Wealth Management, a Lake Mary, Florida-based wealth management firm managing more than $1.1 billion in client assets. The deal brings Jackson Wealth Management into Carson’s integrated Carson Wealth platform as the firms expand in the Southeast while preserving Jackson’s independent, family-office approach.
- Buyers
- Carson Group
- Targets
- Jackson Wealth Management
- Platforms
- Carson Group
- Industry
- Financial Services
- Location
- Florida, United States
- Transaction Type
- Addon
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