Jeffry J. Weldon

BULL HARBOR CAPITAL LLC.

Watertown, NY 13601

Some features on this profile are disabled

CRD#: 1686799

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

Are you a "fiduciary"?

Yes

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffry J Weldon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

February 13, 2024 - Present

BULL HARBOR CAPITAL LLC.

Office #1: 120 Washington St Ste 410, Watertown, NY 13601

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.

BULL HARBOR CAPITAL LLC. | VALENT WEALTH | BULL HARBOR 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(2/13/2024)

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.

BULL HARBOR CAPITAL LLC. | VALENT WEALTH | BULL HARBOR LLC

CRD#: 324995 / SEC#: 801-127531

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (29 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

Similar Advisors

Kenneth Hickman

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brea, CA

C Morris

MORGAN STANLEY

IAR

Savannah, GA

Eric Smith

J. W. COLE ADVISORS, INC.

IAR

JACKSONVILLE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffry J. Weldon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffry J Weldon's CRS (Customer 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 (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BULL HARBOR CAPITAL LLC.

TRUST BUT VERIFY

Contact information

Similar Advisors