Jason Daniel Huggins
Investment adviser representative at Bull Harbor Capital LLC.
21 yearsExperience
7 statesRegistered in
$354.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Leigh Baldwin & Co., LLCJul 2025 to now
- Bull Harbor Capital LLC.May 2025 to now
- MML Investors Services, LLCMar 2023 to May 2025
- Massmutual Life Insurance CompanyApr 2007 to May 2025
- Park Avenue Securities LLCFeb 2006 to Feb 2023
- Guardian Life Insurance CompanyDec 2005 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 7 states (CA, FL, GA, MD, NC, SC, TX).
Bull Harbor Capital LLC.
$354.8MAssets managed
426Clients
27Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5102654
- Firm CRD
- 324995