linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Hawkins

Farther

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Hawkins

Jeffrey Hawkins is an investment advisor representative currently registered with Farther. Jeffrey has been in the industry since 1994 and is licensed in Oregon and Texas. Jeffrey has extensive experience in the financial services industry and is dedicated to providing his clients with personalized financial advice. Jeffrey is committed to helping clients achieve their financial goals.

Firm Information

Jeffrey Hawkins is currently registered with Farther. Farther is a registered investment advisor headquartered in San Francisco, CA. They provide financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm has approximately $2.2 billion in regulatory assets under management, with a total of 5,112 accounts. Farther also offers a wrap fee program.
Farther

575 MARKET STREET

SAN FRANCISCO, CA 94105

$2.18B

Assets Under Management

27

Total Clients

99

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Hawkins’s Registration & Firm History

OR

10/16/2023 - Present

Farther (Bend OR)

CA

01/24/2013 - 03/16/2015

GIRARD SECURITIES, INC. (WALNUT CREEK CA)

CA

10/31/2003 - 11/06/2012

FINANCIAL TELESIS INC (SAN FRANCISCO CA)

NY

10/20/1999 - 11/29/2001

GOLDMAN, SACHS & CO. (NEW YORK NY)

CA

01/20/1994 - 07/02/1997

ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)

CA

02/03/1993 - 12/15/1993

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

Not sure if Jeffrey Hawkins is right for you?

Licenses & Designations

IA

Issued 12/22/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 03/16/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/27/1999

Series 3 - National Commodity Futures Examination

BC

Issued 02/21/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Hawkins.
Not sure if Jeffrey Hawkins is right for you?