Profile

Jason A. Halliburton is a Vice President, Senior Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management in the Atlanta/Buckhead office.  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 Senior Portfolio Advisor,  Halliburton can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. 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. The focus was on the acquisition of lower middle market, owner operator service companies in the Southeast, with annual revenues of $50 to $250 million. Building those service businesses through growth capital, a strategic focus on improving systems, process and top-line growth, allowed the creation of both an effective and opportunistic exit strategy.

He is a current Corporate Cabinet Member of The Woodruff Arts Center and a Legacy Advisor for Children’s Healthcare of Atlanta. He serves as a Graduate Student Mentor for the Robinson College of Business at Georgia State University. He supports the vision of Polo in the Pines, a non-profit which partners with Children’s Healthcare of Atlanta. With a strong connection to his heritage, he was also the Founding Board Member of the Jamaican Chamber of Commerce of Atlanta Inc.

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. He was also honored to serve as a civilian Law Enforcement Supervisor for the U.S. Department of Defense and was a recipient of the United States Patriotic Employer Award.

Professional & Community Involvement

Current

• Member, Corporate Cabinet, The Woodruff Arts Center
• Member, NextGen Leadership Council, Merrill Lynch
• Member, Southeast Division Leadership Advisory Council, Merrill Lynch
• Member, 100 Black Men of Atlanta, Inc.
• Legacy Advisor, Children’s Healthcare of Atlanta
• Graduate Mentor, Robinson College of Business | Georgia State University