Bank of America Coronavirus Resource Center See details

Jason A Halliburton

push-top

Profile

Jason A. Halliburton is a Financial Advisor and Senior Portfolio Advisor in the Atlanta/Buckhead office of Merrill Lynch Wealth Management.  He is focused on serving the unique wealth management needs of highly successful business owners, senior executives and entrepreneurs — a dynamic group that often faces sophisticated and competing financial demands as they balance professional and personal commitments and goals.

Halliburton is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from his experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis.  Developing these tailored strategies for clients, their families and their businesses, enable them to pursue short- and long-term financial goals, helping them streamline the complexities, and capitalize on the opportunities of substantial wealth.

Previous to joining Merrill, Halliburton was part of an Atlanta based boutique Private Equity firm, which focused on acquiring lower middle market, owner operator service companies in the Southeast, with annual revenues of $50 to $250 million, and building those service businesses through growth capital, and a strategic focus on improving systems, process and top-line growth.

He was a Founding Board Member of the Jamaican Chamber of Commerce of Atlanta, Inc, is a current Corporate Cabinet Member of The Woodruff Arts Center Corporate Campaign and a Mentor for Graduate students attending the Robinson College of Business at Georgia State University.  He also served as Chairman of the Capital Advisory Board for the Community Council of Metropolitan Atlanta, Inc., and a member of the Metro Atlanta Chamber. He serves as a volunteer for Atlanta Mission, and supports the mission of Polo in the Pines which partners with Children’s Healthcare of Atlanta.
 
Over his lifetime, he has built long-term, caring relationships on the foundation of trust, honesty and committed service, allowing him to work closely with affluent families and is recognized for his steadfast commitment to community and dedication to being a supporter of education and opportunities for the underprivileged youth.

FINRA Registrations
• Series 7 & 66
 
Professional & Community Involvement
Current
• Corporate Cabinet Member, The Woodruff Arts Center
• Legacy Advisor, Children’s Healthcare of Atlanta
• Graduate Mentor, Robinson College of Business, GSU
• Member, American Israel Public Affairs Committee (AIPAC)
• Member, Atlanta Business League

Past
• Founding Board Member, Jamaican Chamber of Commerce of Atlanta
• Board of Trustees, CPLI 
• Advisory Board Chair, Community Council of Metropolitan Atlanta
• Board Member, People to People International
• Member, Metro Atlanta Chamber

  • EDUCATION

    Georgia State University

    University System of Georgia

Professional Staff

Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Additional Resources

The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

Matthew Eller

Matthew Eller

Insurance Associate Specialist

Merrill Lynch

James Camarda

James Camarda

AI Regional Specialist

Merrill Lynch

Eric Scriffiano

Eric Scriffiano

Investment Advisory Specialist

Merrill Lynch

Past Events

Halliburton's Fireside Chat: Blackstone Real Estate Income Trust (BREIT)

July 22nd, 2020|12:00 PM - 1:00 PM EST

You are invited to an exclusive WebEx presentation featuring Ryan McCracken, Managing Director at Blackstone, who will provide an update on the current state of Real Estate Markets, BX’s real estate outlook and an overview on the BREIT strategy opportunity.

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Welcome

    Placing the investor at the center of the wealth management process—while maintaining a market focus — is my goal in helping clients through difficult financial transitions and decisions that occur in their lives. I start by getting to know you, your family and financial situation, helping me understand your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, we’ll help you design a customized investment approach, drawing upon the investment insights of Merrill and access to the banking convenience of Bank of America. As your needs or market conditions change, we will meet to track and adjust your approach, as needed.

    Philosophy

    I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

    Capabilities

    One of my major advantages is being able to provide you with access to a Wealth Management Lending Officer from Bank of America, N.A., who can review and help with your home lending needs. I can also help address business owners’ short- and long-term needs with access to other areas of Bank of America, which offer strategies for companies and not-for-profit institutions with revenues ranging from $50 million to $2 billion. I would like to show you how our professionalism and dedicated client service can serve you, your family and your business.

    Your Financial Approach

    We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

    FAMILY
    Taking care of your family and other people in your life
    • Trust & Estate Planning Services4
    • Education Funding1
    • Insurance3
    HEALTH
    Planning for healthcare expenses now and in the future
    • Long-term Care Insurance3
    • Health Savings Account2
    • Disability Insurance3
    HOME
    Upsizing, downsizing, remodeling or buying a vacation home
    • Home Loans2
    • Home Equity Lines of Credit2
    • Securities-Based Lending2
    • Credit Cards2
    WORK
    Working in retirement, selling or starting a business
    • Bank of America Business Banking2
    • Exchange Funds1
    • Concentrated Stock Management1
    • Succession Planning1
    LEISURE
    Spending your free time in meaningful ways
    • Credit Cards2
    • Securities-Based Lending2
    • Structured Lending2
    GIVING
    Volunteering, mentoring others and giving to charities
    • Donor-Advised Funds4
    • Private Foundations4
    • Charitable Trusts4
    FINANCE
    Using your finances to bring it all together
    • Merrill Investment Accounts1
    • Investment Advisory Accounts1
    • Alternative Investments1
    • Exchange-Traded Funds1
    • Mutual Funds1
    • Closed-end Funds1
    • Fixed Income Products1
    • Options1
    • Annuities3
    • Impact Portfolios1
    • Market-Linked Investments1
    • Securities-Based Lending2
    • Margin1
    • Home Loans2
    • Bank of America Checking and Savings Accounts2
    • Credit Cards2
    • Online Account Access1,2

    1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
    2 Banking, mortgage and home equity products offered by Bank of America, N.A.
    3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
    4 Trust and fiduciary services are provided by Bank of America Private Bank.

    Staying on Track

    We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.


    Periodic reviews to help you
    stay on track

    We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.


      Monitoring changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      Wealth Management Your Way

      MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

      Your advisor is a click away within our site or mobile apps

      You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

      Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

        Let’s Have a Conversation

        I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.

        Why Merrill?

        As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


        Merrill_Capabilities_Brochure.png  

        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.