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Jason Carver

Vice President, Mergers & Acquisitions

With extensive experience in mergers and acquisitions in both advisory and principal positions, Jason leads M&A across Carson Group. He focuses on executing strategic transactions for Carson Wealth, advising on the inorganic growth efforts of partners within Carson Partners, and supporting the M&A activities of the members within Carson Coaching.

Prior to joining Carson, Jason spent five years at Focus Financial Partners in New York City where he helped to lead M&A activities both in the U.S. and internationally. His role also included providing strategic support to partner firms in areas such as business strategy, succession planning, budgeting, analytics/benchmarking and organizational structure. Prior to Focus, Jason worked at Harvey & Co., a merchant bank and M&A advisory firm based in Newport Beach, CA, where he led M&A strategies for private equity firms and other acquisitive organizations.

Jason received an MBA from Columbia Business School and has a B.S. in Business Administration from the University of Southern California. He lives in San Diego, CA, with his wife, Ambreen, their son, Ayden, and their Siberian Husky, Doc Holliday. They enjoy traveling, hiking, trying new restaurants and enjoying all that San Diego has to offer.

Getting To Know Jason

Favorite Food

Mexican food – any and all! The hole-in-the-wall places are generally the best.

Best Piece of Financial Advice I’ve Received

Live beneath your means.

Favorite Quote

“You miss 100% of the shots you don’t take” – Wayne Gretzky

Favorite Holiday

Christmas in Southern California with his five siblings and too many nieces and nephews to count. It’s not a white Christmas, which is exactly what he loves about it!

Place He’d most like to visit

Machu Picchu

Executive Leadership

Brian Green

Senior Vice President, Corporate Strategy

Teri Shepherd

President

Janet Anderson

Chief Operating Officer, Carson Partners

Alex Rodawig

Managing Director & Head of Carson Wealth

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Risk Officer

Kelsey Ruwe

Chief of Staff

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Scott Conroy

Managing Partner, Business Consulting & Training

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

President

Executive Board

Teri Shepherd

President

Jim Brown

Board Member

Ron Carson

Founder & CEO

Kevin Bhatt

Board Member

Aaron Schaben

President

Coaching & Consulting

Gerry Herbison

Executive Business Coach

Jaclyn Peal

Vice President, Business Consulting

Jessica Harrington

Executive Business Coach

Jamie Hopkins

Managing Director, Carson Coaching
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

J.J. Peller

Business Coach

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Tammy Breitenbach

Executive Business Coach

Bobby Steinau

Vice President, Business Consulting

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Scott Conroy

Managing Partner, Business Consulting & Training

Jason Carver

Vice President, Mergers & Acquisitions

Sarah M. Cain

Vice President, Coaching & Consulting

Business Development