General Info
Jeff Carlson, the Founder and CEO of Western Business Advisors, focuses on wealth strategies, retirement savings, estate and legacy strategies, intergenerational planning, and support for entrepreneurs and LGBTQ+ individuals. Jeff’s professional career showcases a strong track record of achieving goals in challenging environments. While the specific investment thesis is not mentioned, it is evident that his approach involves growth-focused transformations. Jeff’s previous investments and investment check sizes remain undisclosed. Geographically, his activities extend to Amherst, MA, but his broader geographical preference is unclear. Jeff Carlson’s collaboration style is highlighted in growth-focused transformations, emphasizing partnership and collaboration in achieving milestones.
Location:
Country: United States of America
Industries:
Investment Regions:
Investment Stages: pre-seed, seed
angel-individual
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🤖 AI Activity Report
Status: not-found
AI Reasoning: Searches for Jeff Carlson (Founder/CEO Western Business Advisors) returned profiles showing a financial advisor in Amherst, MA (Edward Jones/Jeff Carlson) and LinkedIn information but no evidence of any startup investments or investment dates. No credible sources found that list investments or dates; therefore cannot determine recent investment activity. No startup name with an investment date was found.
Angel activity thresholds:
Low Activity – Only known angel investments more than 12 months ago.
Active – Known angel investments between the last 12 and 6 months.
Very Active – Known angel investments in the last 6 months.
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