Jason Halliburton

Financial Advisor, Senior Portfolio Advisor

Jason A. Halliburton is a prominent Financial Advisor at Merrill Lynch Wealth Management, based in Atlanta, Georgia. He serves as the Founder of The Halliburton Group, a specialized Family Legacy and Investment Advisory team within Merrill Lynch. Halliburton is recognized for his commitment to fostering unity and inclusion, particularly advocating for access to education and equity ownership among underrepresented communities.1 3

Professional Background

Education: Halliburton graduated from Georgia State University with a degree in political science.4
Previous Experience: Prior to joining Merrill Lynch, he worked at a boutique private equity firm in Atlanta, focusing on acquiring lower middle-market service companies. His role involved enhancing business operations and developing effective exit strategies.1
Leadership Roles: He is actively involved in various leadership capacities, including:
- Co-Chair of the Digital Committee on the Merrill National NexGen Leadership Council.
- Co-Chair of the Growth Committee for the Merrill Black Executive Leadership Council, Atlanta Chapter.1

Community Engagement

Halliburton has a strong record of community involvement:

He has served as a Legacy Advisor for Children’s Healthcare of Atlanta.
He is a member of the 100 Black Men of Atlanta and has contributed as a Graduate Student Mentor at Georgia State University.1 2
He was also a founding board member of the Jamaican Chamber of Commerce of Atlanta Inc..1

Recognition

In December 2022, Halliburton was featured in Forbes for his innovative approach to wealth management and dedication to client service.1 4 His professional philosophy emphasizes creating personalized financial strategies that adapt to clients' evolving needs and market conditions.

Personal Attributes

As a first-generation American, Halliburton brings a unique perspective to his work, emphasizing trust and long-term relationships with clients. He has also been recognized for his service as a civilian Law Enforcement Supervisor for the U.S. Department of Defense, earning the United States Patriotic Employer Award.1