AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JT

Jacob M. Thompson

BULL HARBOR CAPITAL LLC.
Atlanta, GA 30338
Some features on this profile are disabled
CRD#: 7738967
JT

Professional summary

Jacob Matthew Thompson is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Atlanta, Georgia.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jacob has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Matthew Thompson'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

October 2, 2025 - Present

BULL HARBOR CAPITAL LLC.

Office #1: 1050 Crown Pointe Pkwy Ste 600, Atlanta, GA 30338
RIA
CRD#: 324995
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. | WELDON AND WELDON FINANCIAL COACHING | VALENT WEALTH | KL CAPITAL | CLASSIC CAPITAL MANAGEMENT | 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
Georgia
(10/14/2025)
IAR
Maryland
(10/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/2/2025
Uniform Investment Adviser Law Examination

Current Firm

BH
BULL HARBOR CAPITAL LLC.
BULL HARBOR CAPITAL LLC. | WELDON AND WELDON FINANCIAL COACHING | VALENT WEALTH | KL CAPITAL | CLASSIC CAPITAL MANAGEMENT | BULL HARBOR LLC

CRD#: 324995 / SEC#: 801-127531

RIA
Registered Investment Advisory firm - (3/30/2023 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
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
21

SEC notice filing (33 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,759
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.

Company Information

BULL HARBOR CAPITAL LLC.

CRD#: 324995Atlanta, GA 30338

TRUST BUT VERIFY

Monitor Jacob Thompson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
Stephen Derek Johnson
Stephen JohnsonAdvisorCheck Check Mark
GREAT BAY WEALTH MANAGEMENT
IAR
Roswell, GA
KC
Kermit CottrellAdvisorCheck Check Mark
STATE FARM VP MANAGEMENT CORP.
RR
BLOOMINGTON, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.