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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 business development and M&A activities in the Midwest and Canada. During his tenure, Focus consummated over 100 M&A transactions in the wealth management industry. 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 is currently completing his coursework for an MBA from Columbia Business School. He received a B.S. in Business Administration from the University of Southern California. He lives in New York City with his wife, Ambreen, and their Siberian Husky, Doc Holliday. They enjoy traveling, hiking, trying new restaurants and enjoying all that NYC 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

Ben Mathis

Chief Information Officer

Jud Mackrill

Chief Marketing Officer

Kim Reed

VP, Finance

Dan Tobin

Chief Compliance Officer

David Screnar

Chief Financial Officer

Kelsey Ruwe

VP, Talent

Nelly Carson

Chief Comfort Officer

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

JoAnn Abt

Corporate Counsel

Scott Conroy

Managing Partner, Coaching & Consulting

Katie Grider

National Sales Manager

Lantz Hunt

Chief Transformation Officer

Aaron Schaben

Executive Vice President, Managing Partner

Executive Board

Jim Brown

Board Member

Ron Carson

Founder & CEO

Teri Shepherd

Chief Operating Officer

Kevin Bhatt

Board Member

Aaron Schaben

Executive Vice President, Managing Partner

Coaching & Consulting

J.J. Peller

Business Coach

Ryan Heppner

Coaching Consultant

Joanna Swanson

Vice President, Advisor Development

Brenda Tellier

Director of Event Experiences

Barb White

Event Experiences Coordinator

Pam Burwell

Senior Operations Associate

Diana Koger

Client Relationship Specialist

Mindy Dalrymple

Client Relationship Specialist

Tammy Breitenbach

Executive Business Coach

Scott Wood

Executive Business Coach

Bobby Steinau

Vice President, Business Consulting

Michael Rose

Executive Business Coach

Greg Opitz

Executive Business Coach

Scott Conroy

Managing Partner, Coaching & Consulting

Jason Carver

Vice President, Mergers & Acquisitions

Sarah Cain

Vice President, Coaching & Consulting

Business Development

Pamela Peña

Business Development Consultant, West

Andy Larson

Business Development Consultant, Central

Lisa Synowicki

Director of Business Development Operations

JP Mortenson

Business Development Consultant

Chelsie Morales

Associate Vice President, Business Development, West

Jessica Brooks

Associate Vice President, Business Development - Central Region

Ethan Goff

Business Development Consultant

Katie Grider

National Sales Manager

Katie Wurth

Associate Vice President, Business Development, East

Kristi Harrison

Associate Vice President, Business Development, Central

Jessica Perez

Vice President, Business Development, West

Dani Slattery

Senior Business Development Associate

Randy Harrison

Vice President, Business Development, Central