Jackson Wealth Management Leaves Osaic for Carson Group in $1.1 Billion Move
Carson Group has acquired Jackson Wealth Management, a Lake Mary, Fla.-based registered investment adviser managing more than $1.1 billion in client assets.
Jackson Wealth Management joins Carson as an integrated Carson Wealth office, transitioning from Osaic. The acquisition marks Carson’s 46th integrated office and further extends the Omaha-based firm’s presence in the Southeast.
Founded in 1992 by George P. Jackson, the firm serves high-net-worth individuals and families with a focus on tax planning, investment management, and multigenerational wealth planning. Jackson will continue to lead the firm. The team includes wealth advisers Michael McGahan and Yulia Dance.
Jackson Wealth Management selected Carson following a review of potential strategic partners, according to Jackson. Jackson said the partnership expands the firm’s planning and investment capabilities while preserving its independent culture.
“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,” Jackson said. “We chose Carson because of its depth of resources, integrated planning capabilities, and long-term platform strength.”
Burt White, Carson Group’s chief executive officer, said Jackson’s firm was a fit for the Carson Wealth network given its planning-focused approach and client relationships.
Turkey Hill Management served as exclusive mergers and acquisitions adviser to Jackson Wealth Management on the transaction.
In April 2026, Osaic added Pointes North Wealth Management to its empowered independence channel, the firm’s W-2 affiliation model. Led by managing partners Nathan Auclair and Brent Balloch, the Salem, N.H.-based firm oversees more than $500 million in client assets.
Carson Group manages more than $58 billion in assets and operates a network of more than 165 partner offices, including more than 50 Carson Wealth locations. The company said it serves more than 60,000 client families.
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