JH
Jason D. Huggins
BULL HARBOR CAPITAL LLC.
Peachtree Corners, GA 30092
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CRD#: 5102654
JH
Professional summary
Jason Daniel Huggins, who also goes by Jason D Huggins, is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Peachtree Corners, Georgia and LEIGH BALDWIN & CO., LLC located in Peachtree Corners , Georgia.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jason has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason D Huggins
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.
(1)Name: Dawghouse 177, LLC Inv rel: Y Add: 177 Flint Street, Athens, GA 30501 Nature: Simple Rental Property Position: Owner Start date: 08/01/2023 No. HR/MO: 2 No. HR/MO dur trading: 1 (2)Name: Jason D. Huggins Inv rel: Y Add: 3550 Lenox Road NE, Atlanta, GA 30326 Nature: Outside Insurance Sales; Life, Disability, Long-term care, Fixed annuities, and Health Position: CEO Start date: 02/22/2023; 5 HR/WK dur trading (3)Name: Terry College of Business Alumni Board (UGA) Inv rel: Y Add: 600 South Lumpkin Steet, 420 Correll Hall, Athens, GA 30602 Nature: Board Service Position: Vice President Start date: 02/22/2023 No. HR/MO: 2 No. HR/MO dur trading: 1 Describe duties: Help create agendas for two Board meetings, support Gala efforts and meet alums interested in serving on the Board. (4)Name: Wolf Trackers Inv rel: Y Add: 5405 Spalding Drive, Peachtree Corners, GA 30092 Nature: Board Service Position: President Start date: 02/22/2023 No. HR/MO: 2 No. HR/MO dur trading: 1 Describe duties: Raise money for athletics program
CRS (Client Relationship Summary) - RIA
Click below to view Jason Daniel Huggins's 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®
NoneExperience
Current
May 12, 2025 - Present
BULL HARBOR CAPITAL LLC.
Office #1: 5300 Triangle Parkway Nw, Peachtree Corners, GA 30092RIA
CRD#: 324995
Peachtree Corners, GA
Current
July 14, 2025 - Present
LEIGH BALDWIN & CO., LLC
Office #1: 5300 Triangle Parkway Nw, Peachtree Corners , GA 30092RIA
BD
CRD#: 38751
Peachtree Corners , GA
Past
April 6, 2023 - May 14, 2025
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Atlanta, GA
Past
March 1, 2023 - May 14, 2025
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Atlanta, GA
Past
March 2, 2020 - February 17, 2023
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
ATLANTA, GA
Past
June 13, 2008 - February 17, 2023
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
ATLANTA, GA
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".
BH
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(5/12/2025)
IAR
Florida(6/13/2025)
IAR
Georgia(5/14/2025)
RR
Georgia(7/14/2025)
IAR
Maryland(5/12/2025)
IAR
North Carolina(5/20/2025)
IAR
South Carolina(5/20/2025)
IAR
Texas(5/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/30/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BH
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
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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
21
SEC notice filing (29 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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Check for any disclosures as part of your thorough research when choosing an advisor.
