Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Jason Halliburton is a Financial Advisor and Portfolio Advisor in the division of Global Wealth and Investment Management in the Atlanta/Buckhead office at Merrill Lynch. 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.
As a Portfolio Advisor, in addition to providing traditional advice and guidance, Halliburton can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios. 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 Lynch, 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. and is a current Board Member of the Georgia State University Young Alumni Council. 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.
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.
• Series 7 & 66
Professional & Community Involvement
• Board Member, Georgia State University Young Alumni Council
• Congressional Club, American Israel Public Affairs Committee
• Board Member, Georgia Chapter, CUFI
• Founding Board Member, Jamaican Chamber of Commerce of Atlanta, Inc.
• Board of Trustees, CPLI
• Advisory Board Chair, Community Council of Metropolitan Atlanta, Inc.
• Board Member, People to People International
• Member, Metro Atlanta Chamber
Georgia State University
University System of Georgia
We along with your tax professional can help you understand how it might affect your investment strategy
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Executive
Investment Advisory Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
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Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.