Jeffrey
Hawkins

Farther

CRD#2211743
Investment Advisor
in Bend, OR

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About this Advisor

Jeffrey Hawkins is a financial advisor based in Bend, Oregon, working with Farther. Jeffrey has previously held positions at Farther Finance Advisors, LLC, United Capital Financial Advisers, LLC, and Goldman Sachs. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Jeffrey is part of Farther, which operates out of Bend, Oregon. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2900 Nw Clearwater Drive Suite 200-93
Bend, OR 97703

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

OR Average: $7,578,581,321
Total Number of Employees

154

OR Average: 43
Total Number of Accounts

5,112

OR Average: 3,727
Average Account Size

$426,804

OR Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters

Jeffrey Hawkins Work History

2023 - Present (1 year)

Farther Finance Advisors, LLC

2019 - 2023 (4 years)

Goldman Sachs

2012 - 2019 (7 years)

United Capital Financial Advisers, LLC

Disclosures

Please visit the SEC profile of Jeffrey Hawkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Farther

Tyson Lokke
San Francisco, CA
Robert Kelly
San Francisco, CA
Jonathan Fauver
San Francisco, CA
Christian Pierce
Brooklyn, NY
Roy Satterthwaite
San Francisco, CA
Jonathon Mason
Cincinnati, OH
Kyra Gayle Luu
Las Vegas, NV
Herbert Kyles
Framingham, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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