Jeffry J. Weldon

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CRD#: 1686799

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffry J Weldon, who also goes by Jeffry John Weldon, Jeffry Weldon, was a registered financial professional .

Jeffry is a previously registered financial professional and started their career in finance in 1987. Jeffry had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Jeffry John Weldon | Jeffry Weldon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

08/03/1987: CJ Weldon properties, Apartment rental- 929 Ives Street Watertown NY 13601;0 Hrs per month; non Investment related; 5% owner. 06/01/1991: Jeffry Weldon, Sole Proprietor, Fixed life and disability insurance sales, 120 Washington Street Ste. 410, Watertown NY 13601; 1 bus hr per month; Inv rel; 6/1/2019: Minna Anthony Common Nature Center, Board Member, 44927 Cross Island Road, Fineview, NY 13640; 2 non bus hrs per month; Not investment related 05/01/1991: Strategies for Wealth, Rye Brook, NY; Investment Related; Insurance Broker; Fixed Insurance Sales; Approximately 40 hours per month spent during securities trading hours 01/01/2026: Weldon Financial Services; Watertown, NY; Investment Related; Owner; Estate and legacy planning coordination; Approximately 10 hours spent per month during securities trading hours

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 13, 2024 - August 5, 2026

BULL HARBOR CAPITAL LLC.

RIA

CRD#: 324995

WATERTOWN, NY

Past

July 1, 2020 - September 23, 2024

WELDON AND WELDON FINANCIAL COACHING

RIA

CRD#: 308640

WATERTOWN, NY

Past

May 20, 2020 - March 26, 2024

LEIGH BALDWIN & CO., LLC

CRD#: 38751

Watertown, NY

Past

March 6, 2018 - June 1, 2020

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

WATERTOWN, NY

Past

May 3, 1999 - June 1, 2020

PARK AVENUE SECURITIES LLC

CRD#: 46173

WATERTOWN, NY

Past

June 10, 1991 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

October 13, 1989 - June 6, 1991

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

November 5, 1987 - June 13, 1989

PRUCO SECURITIES, LLC.

CRD#: 5685

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BULL HARBOR CAPITAL LLC.

CRD#: 324995 / SEC#: 801-127531

RIA

Registered Investment Advisory firm - (3/30/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/4/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/30/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/16/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/4/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BULL HARBOR CAPITAL LLC.

CRD#: 324995 / SEC#: 801-127531

RIA

Registered Investment Advisory firm - (3/30/2023 Approved)

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Contact information

Main Address

7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814

Mailing Address

Phone number

(804) 965-5408

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BULL HARBOR CAPITAL ADV 2B BROCHURE AUGUST 26 2025 (8/26/2025)

Regulatory assets under management

Total Number of Accounts	1,759
AUM (Assets Under Management)	$ 343,999,497

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeffry J. Weldon

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WELDON AND WELDON FINANCIAL COACHING

LEIGH BALDWIN & CO., LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

MML INVESTORS SERVICES, LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

BULL HARBOR CAPITAL LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/4/2019

Series 63

Date: 9/30/1987

SIE

Date: 10/1/2018

Series 7

Date: 4/16/2001

Series 6

Date: 11/4/1987

Current Firm

BULL HARBOR CAPITAL LLC.

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BULL HARBOR CAPITAL LLC.

TRUST BUT VERIFY

Contact information

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