Jeremy
Hawkins
Cuso Financial Services, L.P
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About this Advisor
Jeremy Hawkins is a financial advisor operating out of Vancouver, Washington with 4 years of relevant experience. Hawkins is an advisor for Cuso Financial Services, L.P. During their career, Hawkins has held roles at Lpl Financial, LLC, Cuna Mutual Group, Cuna Brokerage Services, Inc, Cuso Financial Services, Lp and Columbia Credit Union. Hawkins holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Cuso Financial Services, L.P is a firm operating out of San Diego, CA. It has offices in 977 locations and a total of 803 financial advisors. It controls $4 billion in total assets across its 25,992 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 13 charities and foundations. Of its 25,992 client accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. Cuso Financial Services, L.P provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely depend on the type of services offered. However, fee types charged by Cuso Financial Services, L.P can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jeremy Hawkins Work History
Jeremy has been registered as a financial advisor for 4 years.*
Cuso Financial Services, Lp
Columbia Credit Union
Cuna Mutual Group
Cuna Brokerage Services, Inc
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeremy 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 Cuso Financial Services, L.P
Mason, OH
Boulder, CO
San Diego, CA
San Diego, CA
Honolulu, HI
Quincy, MA
Anaheim, CA
Downingtown, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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