Jeffry J. Weldon
Professional summary
Jeffry J Weldon, who also goes by Jeffry John Weldon, Jeffry Weldon, is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Watertown, New York.
Jeffry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jeffry has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffry J Weldon's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 13, 2024 - Present
BULL HARBOR CAPITAL LLC.
Office #1: 120 Washington St Ste 410, Watertown, NY 13601July 1, 2020 - September 23, 2024
WELDON AND WELDON FINANCIAL COACHING
May 20, 2020 - March 26, 2024
LEIGH BALDWIN & CO., LLC
March 6, 2018 - June 1, 2020
PARK AVENUE SECURITIES LLC
May 3, 1999 - June 1, 2020
PARK AVENUE SECURITIES LLC
June 10, 1991 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
October 13, 1989 - June 6, 1991
MML INVESTORS SERVICES, LLC
November 5, 1987 - June 13, 1989
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
BULL HARBOR CAPITAL LLC.
CRD#: 324995 / SEC#: 801-127531
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/13/2024)
Exams
Current Firm
BULL HARBOR CAPITAL LLC.
CRD#: 324995 / SEC#: 801-127531
Contact information
SEC notice filing (33 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,759 |
| AUM (Assets Under Management) | $ 343,999,497 |
Red Flags
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