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Jason Carver

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Jason Carver

Chief Financial Officer & Managing Partner | Pure Financial Advisors, LLC

San Diego, California, United States

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Jason Carver

Summary

Jason Carver is a seasoned CFO and Managing Partner at Pure Financial Advisors, with a robust background in finance, operations, and mergers & acquisitions. His extensive experience spans various leadership roles in the financial services sector, where he has demonstrated a strong ability to drive business development and strategic initiatives. Jason has a proven track record in deal sourcing, financial modeling, and valuation, making him a key player in the wealth management industry. He holds an MBA from Columbia Business School and a BS in Business Administration from the University of Southern California. Jason's analytical skills and strategic insight have been honed through years of experience in both corporate and startup environments. His commitment to fostering innovation and operational excellence sets him apart in his field. In addition to his professional pursuits, he is passionate about mentoring the next generation of financial leaders.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Jason Carver

Work Experience

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Chief Financial Officer & Managing Partner at

Pure Financial Advisors, LLC

January 2023 - Present

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Managing Partner at

Pure Financial Advisors, LLC

August 2021 - June 2023

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Interim Chief Operating Officer at

Pure Financial Advisors, LLC

August 2021 - September 2022

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Managing Director, Mergers & Acquisitions at

Carson Group

October 2020 - August 2021

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Vice President, Mergers & Acquisitions at

Carson Group

April 2018 - October 2020

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Senior Associate - M&A at

Focus Financial Partners

January 2013 - March 2018

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Associate at

David Harvey Inc.

March 2010 - January 2013

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Intern at

Marcus & Millichap Real Estate Investment Services, Inc.

January 2009 - March 2010

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Intern at

Hanover Pacific, LLC

April 2008 - December 2008

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Jason Carver

Education

Columbia Business School, Master Of Business Administration - Mba

January 2017 - January 2019

University of Southern California, Bs

January 2007 - January 2009

Frequently Asked Questions about Jason Carver

What is Jason Carver email address?

Jason Carver's primary email address is ********@alumni.usc.edu. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jason Carver work for?

Jason Carver is a Chief Financial Officer & Managing Partner at Pure Financial Advisors, LLC, a company specializing in Functions related to depository banking.

Where Jason Carver graduated from?

Jason Carver holds a degree in from Columbia Business School.

How can I directly contact Jason Carver?

To contact Jason Carver directly, you can use the email address ********@alumni.usc.edu. Complete contact information is available upon registration with Muraena.

Who is Jason Carver?

Jason Carver is a seasoned CFO and Managing Partner at Pure Financial Advisors, with a robust background in finance, operations, and mergers & acquisitions. His extensive experience spans various leadership roles in the financial services sector, where he has demonstrated a strong ability to drive business development and strategic initiatives. Jason has a proven track record in deal sourcing, financial modeling, and valuation, making him a key player in the wealth management industry. He holds an MBA from Columbia Business School and a BS in Business Administration from the University of Southern California. Jason's analytical skills and strategic insight have been honed through years of experience in both corporate and startup environments. His commitment to fostering innovation and operational excellence sets him apart in his field. In addition to his professional pursuits, he is passionate about mentoring the next generation of financial leaders.

Jason`s contact details

mail

********@alumni.usc.edu

*******@ffpar.com

*******@carsongroup.com

************@purefinancial.com

Colleagues

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Paul Miller

Chief Operations Officer

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Alan Clopine

Executive Chairman

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Cfp Susan Brandeis

Chief Financial Planning Officer at Pure Financial Advisors, LLC

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Michael Fenison

Founder, Chairman

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Michael Pash

Managing Director and Certified Financial Planner

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Cfp Joseph Anderson

President and CEO

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Dominic Knauf

Managing Partner

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Danielle Martin

Chief Compliance Officer

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Brian Perry Cfp Cfa

Executive Vice President & Chief Investment Officer

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