Jason A. Halliburton
Merrill Lynch Wealth Management
3455 Peachtree Road N.E.
Atlanta, GA 30326
(404) 264.7289
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Jason A. Halliburton is a visionary business leader, accomplished entrepreneur, and proud first-generation Jamaican-American who champions unity, inclusion, and social empowerment. Driven by a passion for creating opportunities for underrepresented and underserved communities, Halliburton focuses on leveraging education, equity ownership, and disruptive innovation to foster meaningful change.   As the Founder of The Halliburton Group, a boutique-style Family Legacy and Investment Advisory team within Merrill Lynch Wealth Management’s Atlanta Market, Halliburton delivers strategic financial strategies and empowers clients to build lasting legacies. His leadership extends nationally, serving on the Merrill National NexGen Leadership Council, where he co-chairs the Digital Committee. He has also served as Growth Committee Co-Chair for the Merrill Black Executive Leadership Council’s Atlanta Chapter, advocating for diversity and growth initiatives.   Before joining Merrill, Halliburton honed his knowledge at an Atlanta-based boutique private equity firm, specializing in the acquisition and transformation of lower middle-market service companies with annual revenues ranging from $50 to $250 million. Through targeted growth capital, operational efficiency, and strategic top-line enhancements, Halliburton helped craft high-value exit strategies for these enterprises, demonstrating his acumen in driving sustainable growth.   Committed to community leadership, Halliburton was appointed to the Corporate Cabinet of The Woodruff Arts Center in Atlanta and earned the distinction of becoming a member of the prestigious 100 Black Men of Atlanta. His dedication to education and mentorship is exemplified through his role as a Graduate Student Mentor at Georgia State University’s Robinson College of Business. Deeply connected to his heritage, Halliburton co-founded the Jamaican Chamber of Commerce of Atlanta Inc., advancing business opportunities within the Caribbean-American diaspora.   Throughout his career, Halliburton has cultivated long-term, trust-based relationships grounded in honesty, service, and a deep commitment to community impact. His efforts have been recognized through numerous accolades, including being featured in Forbes in December 2022 for his Wealth Management Practice and commitment to his clients.   In addition to his corporate achievements, Halliburton served as a civilian Law Enforcement Supervisor for the U.S. Department of Defense, earning the United States Patriotic Employer Award for his dedication to supporting those who serve.   Jason A. Halliburton’s inspiring journey exemplifies leadership, resilience, and a relentless drive to uplift others, making him a true advocate for progress and unity. 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
  • Graduate Mentor, Robinson College of Business | Georgia State University
About Me
Welcome

Placing the investor at the center of the planning process—while maintaining a market focus — is my goal in helping you work through difficult financial transitions and decisions that can occur in your life. The process begins by getting to know you, your family and financial situation, understanding your risk tolerance, time horizon, liquidity needs, goals, priorities and unique financial concerns. From there, a personalized financial strategy is designed, drawing upon the investment insights of Merrill and accessing the credit, lending and banking solutions available from Bank of America. As your needs or market conditions change, I will meet with you to track and adjust your approach, as necessary.

Meet Our Professional Staff
Kianee A. Lawrence
Registered Wealth Management Client Associate
404.231.8083
Additional Resources
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.
Michael Duffy
Private Wealth Strategies Advisor
James Camarda
Alternative Investments Regional Specialist
Bank of America, N.A.
Brad Linn
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Jason Halliburton is registered to do business in AL, AZ, CA, CT, DC, FL, GA, IL, LA, MA, MD, MS, NC, NJ, NY, OR, PA, SC, TN, TX, VA.