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Jacob Matthew Thompson

Bull Harbor Capital LLC.

Bethesda, MD

Atlanta, GA

CRD 7738967

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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:

Current Employers
Bull Harbor Capital Llc.

7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-14
MD RA APPROVED 2025-10-02
  • GA RA
    APPROVED
    Since 2025-10-14
  • MD RA
    APPROVED
    Since 2025-10-02

Branch Locations

7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States

1050 Crown Pointe Pkwy Ste 500, Atlanta, GA 30338 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bull Harbor Capital Atlanta GA 05/2025 Present
Ashford Advisors Atlanta GA 05/2023 05/2025
University Of Ga Athens GA 08/2019 05/2023
Chamblee High School Chamblee GA 08/2015 08/2019
  • 05/2025 → Present
    Bull Harbor Capital
    Atlanta, GA
  • 05/2023 → 05/2025
    Ashford Advisors
    Atlanta, GA
  • 08/2019 → 05/2023
    University Of Ga
    Athens, GA
  • 08/2015 → 08/2019
    Chamblee High School
    Chamblee, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02

View on SEC IAPD

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