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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.

Areas of Expertise

  • M&A /Inorganic Growth
  • Succession Planning
  • Organizational Structure
  • Advisor Compensation
  • Transitioning Equity to NextGen

As Seen In:

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 & Accounting

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

Jaclyn Peal

Vice President, Business Consulting

Joanna Swanson

Vice President, Advisor Development

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Bobby Steinau

Vice President, Business Consulting

Scott Conroy

Managing Partner, Business Consulting & Training

Jason Carver

Vice President, Mergers & Acquisitions

Business Development