Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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.
• Series 7 & 66
Professional & Community Involvement
• 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
• 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
Georgia State University
University System of Georgia
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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.
ISG Portfolio Strategist
AI Regional Specialist
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.
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.
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.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.
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.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.
We will work to help you stay on track, regardless of what the markets are doing.