About Jackson Wealth Management
Jackson Wealth Management is a publicly listed company based in United States founded in 2008, and was acquired by Carson Group in June 2026. Provider of financial planning and investment management services. Jackson Wealth Management offers products and services including Investment Management, Family Wealth Planning, Risk Management, Retirement Income Planning, and Tax Reduction Planning. Its focus areas include Asset Management and Diversified. Its legal entity is Jackson Wealth Management, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Jackson Wealth Management, LLC is a comprehensive wealth management firm that provides financial planning and investment services to high net worth individuals. The company offers a range of services, including financial planning, estate and retirement planning, tax planning, and investment management. With a focus on personalized service, Jackson Wealth Management strives to help its clients achieve financial independence through tailored investment strategies.
- Headquarters United States
- Stage Public
- SectorsFinancial Services
- Website jacksonwm.com
- Acquired by Carson Group (Jun 2026)
- Legal Name Jackson Wealth Management, Llc
- Investors
- Acquired byCarson Group
(Jun 2026)
Products & Services of Jackson Wealth Management
Jackson Wealth Management offers a comprehensive portfolio of products and services, including Investment Management, Family Wealth Planning, Risk Management, Retirement Income Planning, and Tax Reduction Planning.
Manages investments and portfolios for high net worth clients
Assists with estate and family financial strategies
Provides strategies to mitigate financial risks
Offers planning for retirement income and distribution
Delivers methods to minimize tax liabilities
Investors in Jackson Wealth Management
Jackson Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Carson Group.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Practice management software is provided for financial advisors. | 1983 | carsongroup.com | Omaha, United States |
Investor details for Jackson Wealth Management
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Timeline of Jackson Wealth Management
2 dated milestones of Jackson Wealth Management across 18 years, from founding to its latest funding, stage changes and deals.
- Founded Jackson Wealth Management is founded.
- Exit Acquired by Carson Group.
Competitors of Jackson Wealth Management
Jackson Wealth Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Jackson Wealth Management
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Web traffic of Jackson Wealth Management
The website of Jackson Wealth Management (jacksonwm.com) receives about 4.1K visits a month.
- Monthly visits4.1K
▲ 78.4% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Jackson Wealth Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Jackson Wealth Management
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Frequently Asked Questions about Jackson Wealth Management
Jackson Wealth Management was founded in 2008.
Jackson Wealth Management is headquartered in United States.
Jackson Wealth Management, LLC is a comprehensive wealth management firm that provides financial planning and investment services to high net worth individuals. The company offers a range of services, including financial planning, estate and retirement planning, tax planning, and investment management. With a focus on personalized service, Jackson Wealth Management strives to help its clients achieve financial independence through tailored investment strategies.
Jackson Wealth Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Jackson Wealth Management offers Investment Management, Family Wealth Planning, Risk Management, Retirement Income Planning, and Tax Reduction Planning.
Jackson Wealth Management has 1 investor. Key investors include Carson Group.
Jackson Wealth Management operates through Jackson Wealth Management, Llc.
Yes. Jackson Wealth Management was acquired by Carson Group in June 2026.