Jason A Halliburton

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Profile

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.

FINRA Registrations
• Series 7 & 66
 
Professional & Community Involvement
Current
• Board Member, Georgia State University Young Alumni Council
• Congressional Club, American Israel Public Affairs Committee
• Board Member, Georgia Chapter, CUFI

Past
• 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

  • EDUCATION

    Georgia State University

    University System of Georgia

Additional Resources

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.

Philip F Law

Philip F Law

Structured Credit Executive

Eric Scriffiano

Eric Scriffiano

Investment Advisory Specialist

Lauren Ann Galvin

Lauren Ann Galvin

Trust Specialist

Where do we begin? It starts with you.

At Merrill Lynch, 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 with a conversation, building a foundation that helps me understand your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, disciplined investment strategies can be customized, drawing upon the investment insights of Merrill Lynch and access to the banking convenience of Bank of America. As your life and the markets change, we will meet to track and adjust strategy, as needed.

Philosophy

I believe that the best financial strategy 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 on to future generations? With access to the investing insights of Merrill Lynch and the banking convenience of Bank of America, I will work with you to develop strategies that are designed to address your priorities and financial needs.

Capabilities

I can provide access to a Wealth Management Lending Officer from Bank of America, who can offer lending strategies, including home equity lines. 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 Strategy

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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch 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

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.

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 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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

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

  • Your advisor is never more than a click away within our site or mobile apps
  • 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 Lynch’s asset aggregation tool

*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.

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, 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.

Why Merrill Lynch?

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





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

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

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.

Adjusting your plan as your life and the markets change.

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