Carson Group Expands Southeast Footprint with Jackson Wealth Management Acquisition

Event summary

  • Carson Group acquires Jackson Wealth Management, adding $1.1 billion in AUM and expanding its Southeast presence.
  • Jackson Wealth Management transitions from Osaic to become Carson’s 46th integrated office.
  • Founder George Jackson retains leadership role and client relationships post-acquisition.
  • Turkey Hill Management served as exclusive M&A advisor for Jackson Wealth Management.

The big picture

This acquisition aligns with Carson Group’s strategy of partnering with elite advisory firms to expand capabilities and scale. The deal reflects broader industry trends of consolidation in wealth management, where independent firms seek strategic platforms to enhance service offerings while preserving client-centric models. With over $58 billion in AUM, Carson Group continues to grow its national advisory network, positioning itself as a key player in the competitive wealth management landscape.

What we're watching

Integration Dynamics
How Carson Group will maintain Jackson Wealth Management’s boutique culture while scaling operations.
Southeast Expansion
The pace at which Carson Group can leverage this acquisition to strengthen its position in the Southeast.
Multi-Generational Strategy
Whether Carson’s platform can enhance Jackson Wealth Management’s ability to serve clients across generations.

Related topics

Acquisition