Jason Daniel Huggins

Employer firm

Bull Harbor Capital LLC. CRD 324995

$355M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → 02/2023
  Guardian Life Insurance Company
  Atlanta, GA
• 02/2006 → 02/2023
  Park Avenue Securities Llc
  Atlanta, GA
• 03/2023 → 05/2025
  Mml Investors Services, Llc
  Atlanta, GA
• 04/2007 → 05/2025
  Massmutual Life Insurance Company
  Atlanta, GA
• 05/2025 → Present
  Bull Harbor Capital
  Bethesda, MD
• 07/2025 → Present
  Leigh Baldwin & Co., Llc
  Cazenovia, NY

Previous Registrations

• 2023-04-06 → 2025-05-14
  Mml Investors Services, Llc
  Atlanta, GA
  Peachtree Corners, GA
• 2020-03-02 → 2023-02-17
  Park Avenue Securities Llc
  Atlanta, GA

Other Businesses

(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

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-30
• S63 Uniform Securities Agent State Law Examination
  2008-06-27

Other Names

• Jason D Huggins