Jackson Wealth Management - Crunchbase Company Profile & Funding

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Overview

Jackson Wealth Management

Growth Score

89

Heat Score

70

Company Performance Metrics

Score

Trend

About These Metrics

AI Content may contain mistakes and is not legal, financial or investment advice.

Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Events

Raised Funding Round

Jan 1, 1970

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About Jackson Wealth Management

CB Rank

248547

Jackson Wealth Management is an independent fiduciary wealth management firm providing financial planning and investment services.

Acquired by

Founded

obfuscation

Private

Miami, Florida, United States

Financial Services

Wealth Management

Details

Legal Name

Jackson Wealth Management, LLC.

Operating Status

Active

Company Type

For Profit

About the Company

Jackson Wealth Management is an independent fiduciary wealth management firm providing financial planning and investment services to individuals and households.

Phone Number

(407) 585-0235

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management

A service that manages client investment portfolios using a rules-based, quantitative approach combining fundamental and technical analysis to allocate assets.

Family Wealth Planning

A service that helps clients plan and manage the transfer and preservation of wealth across generations.

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Financials

M&A Details

Jackson Wealth Management

was acquired by

on

obfuscation

.

Transaction Name

Jackson Wealth Management acquired by Carson Group

Acquired by

Announced Date

obfuscation

Market Intelligence

People

View Profiles & Contacts

Headcount

Contacts

News

News and Press

News•

Jun 6, 2026

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Access a complete feed of recent news and press, from product launches to leadership changes.

Technology

View Tech Report

Monthly Web Visits

314

21.71%

in past month

Interest Signals

Topic	Surge Score
Wireless Service Providers	75
Regional Shipping	72
Mobile Internet	71

Actively Used Products

22

Jackson Wealth Management

uses

22

technology products and services including

,

, and

, according to G2 Stack.

Active Website Tech Count

15

Jackson Wealth Management

is actively using

15

technologies for its website, according to BuiltWith. These include

,

, and

CommonCrawl Top 50m

.

Lists Featuring This Company

Lists Featuring This Company

Greater Miami Area Financial Services Companies

5,425 Number of Organizations • $19.2B Total Funding Amount • 970 Number of Investors

Acquired Greater Miami Area Companies

1,961 Number of Organizations • $41.8B Total Funding Amount • 989 Number of Investors

Financial Services Acquired Companies With Fewer Than 50 Employees

3,382 Number of Organizations • $18.4B Total Funding Amount • 3,004 Number of Investors

East Coast Acquired Companies With Fewer Than 100 Employees (Top 10K)

9,900 Number of Organizations • $67.5B Total Funding Amount • 11,277 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Jackson Wealth Management

's headquarters?

Jackson Wealth Management

is located in

Miami, Florida, United States

.

Who are

Jackson Wealth Management

's competitors? Alternatives and possible competitors to

Jackson Wealth Management

may include

Cerity Partners

,

Mariner Wealth Advisors

, and

EP Wealth Advisors

.