George Paul Jackson

INNOVATION PARTNERS LLC

CHARLOTTE, NC · CRD#

OSAIC WEALTH, INC.

SAN DIEGO, CA · CRD#

CASCARA FINANCIAL PLANNING LLC

LAKE OSWEGO, OR · CRD#

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial PlannerSince 1992

Years of Experience

39 years registered in the securities industry

Current & Past Employments

Current

JACKSON WEALTH MANAGEMENT, LLCCurrent·CRD# 147642

RIA

755 Primera Blvd Suite 1001, Lake Mary, FL 32746

August 26, 2008 - Present

JACKSON INVESTMENT MANAGEMENT, LLCCurrent·CRD# 169736

RIA

San Juan, PR

April 22, 2014 - Present

CWM, LLCCurrent·CRD# 155344

RIA

755 Primera Blvd, Ste. 1001, Lake Mary, FL 32746

May 29, 2026 - Present

CETERA WEALTH SERVICES, LLCCurrent·CRD# 13572

BD

755 Primera Blvd. Suite 1001, Lake Mary, FL 32746

May 27, 2026 - Present

Past

OSAIC WEALTH, INC.Past·CRD# 23131

BD

Lake Mary, FL

August 23, 2024 - May 29, 2026

MCDONOUGH CAPITAL MANAGEMENT, INC.Past·CRD# 143767

RIA

Lake Mary, FL

April 6, 2017 - May 7, 2026

TRIAD ADVISORS LLCPast·CRD# 25803

BD

Lake Mary, FL

October 2, 2008 - August 23, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694

RIA

Heathrow, FL

May 13, 1992 - October 2, 2008

RAYMOND JAMES FINANCIAL SERVICES, INC.Past·CRD# 6694

BD

Heathrow, FL

May 13, 1992 - October 2, 2008

AVANTAX INVESTMENT SERVICES, INC.Past·CRD# 13686

BD

Dallas, TX

April 13, 1992 - May 14, 1992

AVANTAX INVESTMENT SERVICES, INC.Past·CRD# 13686

BD

Dallas, TX

June 10, 1987 - March 26, 1991

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INNOVATION PARTNERS LLC

CHARLOTTE, NC · CRD#

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SCOTTSDALE, AZ · CRD#

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

CL

CWM, LLC

CRD#: 155344 / SEC#: 801-72037

RIA

Registered Investment Advisory firm - SEC (1/3/2011 Approved)

Contact Information

Main Address

14600 Branch St., Omaha, NE 68154

Phone Number

(402) 330-0808

# of Employees

1,416

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Part 2 Brochures

CWM, LLC APPENDIX WRAP PROGRAM (9/9/2026)

CWM, LLC ADV PART 2A (9/9/2026)

Regulatory Assets Under Management

Total Number of Accounts

154,206

AUM (Assets Under Management)

$50,579,657,663

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

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