Jackson Wealth Management, LLC Email Format

Financial ServicesFlorida, United States2-10 Employees

Jackson Wealth Management, LLC is a Florida-based financial services firm that provides integrated wealth management for individuals seeking a comprehensive, one-stop approach to money management. It supports clients in decisions around investments, retirement planning, taxes, and estate strategies, with an emphasis on personalized, ethical service. The firm operates as a SEC-registered investment adviser, with advisory services offered through Jackson Wealth Management, LLC and securities distributed through Osaic Wealth, Inc.; it is not affiliated with Osaic.
Based in Lake Mary, Florida, the firm maintains a small team, operates as an SEC-registered adviser with compliance in states where it serves clients, and is an affiliate of Jackson Retirement Planning, Inc. In June 2026, Carson Group announced a strategic partnership with Jackson Wealth Management to support the firm's next phase of growth.

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