Jeffry Weldon is a registered investment advisor at Bull Harbor Capital LLC., based in Watertown, NY, with 38 years of industry experience. Jeffry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 912 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
120 Washington St, Ste 410, Watertown, NY, 13601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffry owns a percentage of CJ Weldon properties and is a sole proprietor selling fixed life and disability insurance since 1991, dedicating minimal time to each. He is also a board member of Minna Anthony Common Nature Center.
Employment History
Current Registrations
Bull Harbor Capital LLC.
Previous Registrations
Weldon and Weldon Financial Coaching
Leigh Baldwin & CO., LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.