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, 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.