About Jackson Wealth Management
Jackson Wealth Management is a company based in United States founded in 2008 was acquired by Carson Group in June 2026. Jackson Wealth Management offers products and services including Investment Management, Family Wealth Planning, Risk Management, Retirement Income Planning, and Tax Reduction Planning. Jackson Wealth Management operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
- Headquarter United States
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Sectors
Financial Services
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Phone
Locked
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Website
Locked
- Legal Name Jackson Wealth Management, Llc
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Latest Funding Round
Not available
- Investors
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Employee Count
Not available
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Acquired by
Carson Group
(Jun 06, 2026)
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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
Funding Insights of Jackson Wealth Management
Detailed funding history for Jackson Wealth Management
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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 |
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Practice management software is provided for financial advisors.
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Investor details for Jackson Wealth Management
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Investments & Acquisitions by Jackson Wealth Management
Investment portfolio details for Jackson Wealth Management
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Financial Statements - Jackson Wealth Management
Detailed financials for Jackson Wealth Management
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Jackson Wealth Management Comparisons
Peer comparison for Jackson Wealth Management
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Competitors of Jackson Wealth Management
Jackson Wealth Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management, investment advisory, and financial services are provided.
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Wealth management solutions are delivered for asset managers.
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| Locked | Locked | Locked |
Northwestern Mutual is engaged in financial planning and insurance services.
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Mutual life insurance and asset management services are provided.
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Detailed competitors of Jackson Wealth Management
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Latest news on Jackson Wealth Management
Complete news archive for 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, Investec and Guggenheim Partners.
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.