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Carson Group Adds Ex-JPMorgan Advisor

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What You Need to Know

  • Chicago-based Alexander Legacy Private Wealth Management has joined the Carson Partners network.
  • Other advisor firms that recently joined Carson Group included Price Financial Group in Oregon.
  • CEO Jacqueline Campbell will retain independent ownership.

Carson Group has added a full-service RIA firm based in Chicago that is led by an advisor previously registered with JPMorgan Chase, where she managed $1.8 billion in client assets as market director of wealth, Carson Group said Monday.

Alexander Legacy Private Wealth Management, which is joining the Carson Partners network, is led by Jacqueline (JaQ) Campbell, its CEO, president and senior wealth advisor.

Campbell has more than 20 years of financial services experience with several firms, including JP Morgan Chase from 2014-2020 and 2005-2011, according to her report on the Financial Industry Regulatory Authority’s BrokerCheck website. She is currently registered as an investment advisor with Carson Group’s CWM and as a broker with Cetera Advisor Networks.

She and her team at Alexander Legacy Private Wealth Management provide clients with services that include advice and consultation, advanced financial planning solutions and a wide range of asset management models.

Campbell is looking to streamline her team’s operations and client service to better help clients design and build their financial legacies, according to Carson Group.

Carson Group has more than 300 partner advisors at 91 advisor firms who collectively manage $16 billion in assets for more than 36,000 client families across the U.S., according to the company. Other advisor firms that recently decided to affiliate with Carson Group included Price Financial Group in Beaverton and Portland, Oregon, which manages $172 million in client assets.

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Why Alexander Legacy Joined Carson

“I am always assessing how we can better serve our clients, and I felt that same spirit” from Ron Carson, Carson Group CEO and chairman, and the entire Carson family, Campbell said in the announcement.

“The client of the future is very different than the client of the past,” she explained. “They want their advisor to be their go-to confidante and guide for everything related to their money and their estate. With the tools and resources available to us through Carson Partners, we will be better able to fill that role by offering services like advanced wealth, estate and tax planning.”

Explaining why she decided to join Carson Group, she said: “One of the biggest advantages for us as a business in making this move is that we don’t have to blueprint and build it from square one in order to achieve our vision. Ron and his team have already done the blueprinting and know what it takes from working with top advisors for decades. It would have taken me 10 years and $100 million to build what Carson offers us.”

As with other wealth management firms who join the Carson Partners network, Campbell will retain independent ownership and make all business and operational decisions for Alexander Legacy Private Wealth Management, Carson Group said.

Campbell is “just the kind of advisor that we built Carson Partners to serve,” Ron Carson said in a statement. “She’s passionately devoted to her clients and she has the bigger picture in mind. She’s not just looking 10 or 20 years down the road … she’s working with them to think about how they want their money to impact their families and communities a hundred years into the future through charitable giving.”

Pictured: Jacqueline Campbell