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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Weldon is an Investment Advisor Representative at Bull Harbor Capital LLC, a firm with offices in Bethesda, MD and Watertown, NY. Jeffry has been in the industry for over 30 years and has a wide range of experience in financial planning, portfolio management, and retirement planning. Jeffry has a strong track record of success in helping individuals and families achieve their financial goals. Jeffry is also a licensed insurance agent and has experience in life insurance, disability insurance, and long-term care insurance. Jeffry is committed to providing his clients with personalized advice and guidance to help them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
02/13/2024 - Present
Bull Harbor Capital LLC (BETHESDA MD)
NY
05/20/2020 - 03/26/2024
LEIGH BALDWIN & CO., LLC (Watertown NY)
NY
05/03/1999 - 06/01/2020
PARK AVENUE SECURITIES LLC (WATERTOWN NY)
NY
06/10/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
10/13/1989 - 06/06/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/05/1987 - 06/13/1989
PRUCO SECURITIES CORPORATION
IA
Issued 01/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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