Carson Group acquires Lake Mary wealth firm managing $1.1 billion

Carson Group has taken control of one of Lake Mary’s largest wealth advisory practices, acquiring Jackson Wealth Management, a Seminole County firm that oversees more than $1.1 billion in client assets and now becomes Carson’s 46th integrated office. For local clients, the deal puts an Omaha-based parent company over a Lake Mary business that has built its reputation on personal service, tax planning and multigenerational wealth management from its office at 755 Primera Blvd., Suite 1001.

Jackson Wealth Management was founded in 1992 by George P. Jackson, a CFP, CPA, CFA, MBA, CLU, ChFC and CMT, and has operated as an independent registered investment adviser in Lake Mary since 2008. Jackson will continue to lead the firm after the transaction and stay active in client relationships and strategic direction, alongside wealth advisors Michael McGahan and Yulia Dance and five support staff. Advisor records show Jackson had been affiliated with Osaic Wealth from 2024 to 2026, and the Jackson team moved to independent broker-dealer Cetera Wealth at the end of May, just before the Carson announcement.

Carson said the Lake Mary practice will transition into an integrated Carson Wealth office, giving Jackson access to Carson’s national platform, in-house tax, estate and investment management resources, and technology infrastructure. Carson said the move is designed to preserve Jackson’s independent culture and high-touch client experience while expanding Carson’s footprint across Central Florida and the Southeast. The company said the deal was its 17th of 2026.

The acquisition also underscores how much wealth is concentrated in Seminole County’s professional-services corridor. Jackson’s client base is built around high-net-worth families that want coordinated tax, investment and legacy planning, a business model that depends as much on trust and continuity as on market performance. Carson Group said it now oversees more than $58 billion in assets under management, and its chief dealmaker, Michael Belluomini, said the firm targets established practices focused on client outcomes. The transaction terms were not disclosed, leaving open the biggest question for Lake Mary households: how much of the firm’s decision-making, branding and day-to-day identity will remain local as a much larger parent firm folds the practice into its national network.