Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
3455 PEACHTREE ROAD N.E.
ATLANTA, GA 30326
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Jason A. 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
• Member, Atlanta Business League
• 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
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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.
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