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 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.
Jason 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 board member of the Georgia State University Almuni Association YAC. 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
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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.
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 you stay on track to achieve what's most important to you.
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