Jason A. H.

About Jason A. H.

Jason Halliburton is a visionary entrepreneur and proud first-generation Caribbean-American who champions unity, inclusion, and empowerment. With an unwavering passion for creating opportunities in underserved communities, he drives meaningful change by harnessing the power of education, equity ownership, and disruptive innovation. As the Founder of The Halliburton Group, a boutique-style Family Legacy and Investment Advisory team at Merrill Lynch Wealth Management in Atlanta, Halliburton transforms lives by delivering strategic financial strategies that help clients build enduring legacies. His influence extends nationally as Co-Chair of the Digital Committee on Merrill\'s National NexGen Leadership Council and as a former leader of diversity and growth initiatives for the Merrill Black Executive Leadership Council\'s Atlanta Chapter. Before Merrill, Halliburton distinguished himself at a boutique private equity firm, where he revitalized middle-market companies ($50–$250M revenue) through operational efficiency, growth capital, and innovative exit strategies, proving his acumen in helping to drive sustainable growth and creating value. Deeply committed to community leadership, Halliburton co-founded the Jamaican Chamber of Commerce of Atlanta to expand business opportunities for the Jamaican-American diaspora. He serves on The Woodruff Arts Center Corporate Cabinet, mentors graduate students at Georgia State University\'s Robinson College of Business, and is a proud member of 100 Black Men of Atlanta. His achievements have garnered national attention, including a Forbes feature (Dec. 2022) on his wealth management practice. Jason\'s career is a testament to his dedication to impact and service. As a civilian Law Enforcement Supervisor for the U.S. Department of Defense, he earned the United States Patriotic Employer Award for championing service members. Today, his legacy is defined by a steadfast commitment to building trust, fostering opportunity, and creating a lasting difference in the communities he serves. Professional & Community Involvement Current Member, Corporate Cabinet, The Woodruff Arts Center Member, NextGen Leadership Council, Merrill Member, 100 Black Men of Atlanta, Inc. Legacy Advisor, Children\'s Healthcare of Atlanta

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   Oct 2016 — Present

   I\'m a Senior Financial Advisor at Merrill Lynch Wealth Management, with a focus on serving the unique wealth management needs of the wealthiest families, highly successful business owners, senior executives and entrepreneurs. My team also provides access to the echelon of services at Merrill & Bank of America, offering a suite of family office type services: 1. Wealth Management Planner – We clearly articulate how each financial decision impacts financial security; both in the long and short-term. We focus on outcomes to the stuff that matters to a family: education of future generations, buying a second home, investing in other businesses. Investment Banking M&A / Business Exit Strategy - For our clients with midsize privately held companies, typically valued at $2MM to $25MM in trailing EBITDA, specialized M&A services are delivered through the exclusive Private Sales Referral Network at Bank of America. Investment Advisory Services – Have a clear understanding of your financial goals to help make sure your lifestyle is never disrupted. The effort is to help secure, improve and preserve investment assets offering a completely objective asset allocation mix 4. Philanthropic Consultant – Assist families in their philanthropic pursuits to establish a family legacy as well as invest in the charitable causes that are most important to them. Trust & Estate Planning Strategies - A well-crafted estate plan enables you to direct how you want your wealth to be managed, shared and used in the future. It plays an important part in helping you fulfill personal goals. 6.+ Friend – We are intentional about impact every day. We will be in the trenches with you when the world and/or family goals appear to be unbalanced and celebrating with you with life events and when goals have been accomplished.*Asset allocation does not ensure a profit or protect against loss in declining markets.*NMLS: 17•••21

Education

• Georgia State University

  Bachelor's Degree