Jeff Carlson
Entrepreneur | Real Estate | Angel Investor
- Role
- Founding Member at Granvara Ventures, Llc
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Jeff Carlson
Jeff Carlson is Co-Founder of South Ridge, a real estate investment firm, and Managing Member of Granvara Ventures, LLC, an investment platform focused on early-stage companies in e-commerce, fintech, and biotech.Previously, Jeff was Co-Founder and Wealth Management Advisor at Apollon Wealth Management, LLC, a $1B Registered Investment Advisor. As a founding partner, he led new business development, oversaw marketing strategy, and played a key role in recruiting top advisors to the platform. Over his career, Jeff has generated more than $2 billion in business by delivering customized financial and risk-management solutions for families and business owners.Before launching Apollon in 2018, Jeff spent nearly 18 years as a Principal and Wealth Management Advisor with Carlson & Associates at Northwestern Mutual. During his tenure, he was a perennial Forum qualifier, representing the top 2% of advisors nationwide.Jeff was recognized by the Charlotte Business Journal as a “40 Under 40” award recipient in 2014.
Experience
Founding Member
May 2014 — Present · Charlotte, NC, US
Education
The University of Kansas
B.S., Business Administration
1996 — 2000
Harvard Business School
Program for Leadership Development (PLD34)
2021 — 2023
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