George Paul Jackson

Current Employers

Employment History

• 08/1990 → Present
  George P Jackson Pa
  Lake Mary, FL
• 09/1984 → Present
  Jackson Retirement Planning, Inc.
  Lake Mary, FL
• 10/2008 → Present
  Jackson Wealth Management, Llc
  Lake Mary, FL
• 10/2008 → 08/2024
  Triad Advisors, Llc
  Lake Mary, FL
• 05/2026 → Present
  Cwm, Llc Dba Carson Partners
  Lake Mary, FL
• 05/2026 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2014 → Present
  Jackson Investment Management Llc
  Lake Mary, FL
• 04/2016 → 05/2026
  Mcdonough Capital Management, Inc.
  Lake Mary, FL
• 03/2018 → Present
  755 Aviation Llc
  Lake Mary, FL
• 08/2024 → 05/2026
  Osaic Wealth, Inc.
  Lake Mary, FL

Previous Registrations

• 2017-04-06 → 2026-05-07
  Mcdonough Capital Management, Inc.
  Lake Mary, FL
  Orlando, FL
• 1992-05-13 → 2008-10-02
  Raymond James Financial Services, Inc.
  Heathrow, FL
  The Villages, FL

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 05/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: JACKSON WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER START DATE: 10/2008 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 3. NAME OF OTHER BUSINESS: JACKSON INVESTMENT MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: OWNER START DATE: 02/2014 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY-TO-DAY OPERATIONS OF AN INVESTMENT ENTITY 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2004 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 5. NAME OF OTHER BUSINESS: JACKSON WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2008 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 6. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP HOLDINGS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 7. NAME OF OTHER BUSINESS: JACKSON RETIREMENT PLANNING, INC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ENTITY FOR TAX PURPOSES ONLY START DATE: 09/1984 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: I USE THIS COMPANY TO MOVE OVER MY COMMISSIONS FOR TAX PURPOSES. 8. NAME OF OTHER BUSINESS: 755 AVIATION LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: AVIATION START DATE: 03/2018 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY-TO-DAY OPERATIONS OF AN AVIATION ENTITY. THE COMPANY OWNS A PRIVATE PLANE THAT I USE FOR PERSONAL AS WELL AS BUSINESS TO TRAVEL TO MEET CLIENTS AND BETWEEN WORK OFFICES. 9. NAME OF OTHER BUSINESS: GEORGE P JACKSON PA INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TAX PREPARATION START DATE: 08/1990 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PREPARE TAX RETURNS FOR

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-19
• S63 Uniform Securities Agent State Law Examination
  1992-06-01

Designations