Jason Carter

Jason W. Carter is a Wealth Advisor with Alphastar Wealth Management Emerald Coast in Baldwin County, where he helps individuals, families, retirees, and business owners make confident financial decisions through personalized investment management, retirement planning, and tax-aware wealth strategies.

Jason brings a diverse background in finance, planning, and generational support. For nearly a decade, Jason counseled families before and after they lost loved ones.  He spent years in the funeral industry helping those left behind navigate emotional and financial pitfalls.  His experience in estate planning and probate is unique to other advisors in and around Gulf Coast.  

Jason holds a bachelor’s degree from the University of Memphis as well as FINRA securities licenses including the Series 7 and Series 66, along with insurance licenses for life, long-term care, and annuities.

Serving families is Jason’s true mission.  He’s a regular volunteer with the Prodisee Pantry, serves on the boards of Family Promise of Baldwin County and the Coastal Christian Chamber of Commerce.  He’s a member of Christ Wesleyan Church in Daphne.

Jason is the father of 3 children Laurel Grace, Jackson, and Knox Grey.  While his clients value his learned approach, compassionate guidance, and ability to simplify complex financial decisions to his 3 kids, he’s just Dad.

If you would like to schedule a free counseling session with Jason to see if he can serve you or your family please call for an appointment.