Jason S. Hawke

HAWKE FINANCIAL GROUP

Meridian, ID 83646-6083

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CRD#: 4177415

Professional summary

Jason Steven Hawke is a registered financial advisor currently at HAWKE FINANCIAL GROUP located in Meridian, Idaho.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 10 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 3, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) JPT PROPERTIES LLC; NON-INVESTMENT RELATED; 439 E. SHORE DR. STE 100, EAGLE, ID 83616; REAL ESTATE, PROPERTY MANAGEMENT; PRESIDENT & OWNER. START DATE 01/2015; 2 HOURS/MONTH, NONE DURING TRADING HOURS 2) LIVESTOCK CATTLE BUSINESS; NON INVESTMENT RELATED; BUYING CALFS, FEEDING AND SELLING TO MEAT CONTRACTOR, OWNER & PARTNER, START DATE: 01/2014; 1 HOUR/MONTH; TRADING HOURS 0. 3) HAWKE FINANCIAL GROUP LLC, INVESTMENT RELATED; START DATE 5/2019, 2404 N. STOKESBERRY PL., MERIDIAN, ID; OWNER & SEC REGISTERED RIA, APPROX 140 HRS/MO AND DURING TRADING, FEE BASED MONEY MANAGEMENT, HOURLY FEES FOR FINANCIAL PLANNING 4) D.H. HILL SECURITIES, LLLP; INVESTMENT RELATED; 1543 GREEN OAK PLACE, SUITE 100, KINGWOOD TEXAS 77339; REGISTERED REPRESENTATIVE SINCE 10/2020; APPROX 10 HOURS PER WEEK DURING TRADING HOURS 5) STONEBRIAR HOMEOWNERS ASSOCIATION, INC; NON-PROFIT; NON-INVESTMENT RELATED; PO BOX 810 STAR, ID 83669; DUTIES: TREASURER; START DATE: 05/18/2023; HOURS PER MONTH: 5, HOURS DURING TRADING: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Steven Hawke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 1, 2019 - Present

HAWKE FINANCIAL GROUP

Office #1: 2484 N Stokesberry Place Suite 100, Meridian, ID 83646-6083

RIA

CRD#: 301733

Meridian, ID

Past

October 21, 2020 - August 19, 2025

D.H. HILL SECURITIES, LLLP

CRD#: 41528

Meridian, ID

Past

December 15, 2011 - March 27, 2019

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

MERIDAN, ID

Past

October 7, 2011 - March 27, 2019

NATIONAL SECURITIES CORPORATION

CRD#: 7569

MERIDIAN, ID

Past

July 20, 2011 - September 13, 2011

NEWBRIDGE SECURITIES CORPORATION

CRD#: 104065

MERIDIAN, ID

Past

May 16, 2008 - August 2, 2011

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 124446

MERIDAN, ID

Past

May 16, 2008 - August 2, 2011

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

MERDIAN, ID

Past

June 8, 2004 - May 22, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

MERIDIAN, ID

Past

February 13, 2003 - May 22, 2008

LPL FINANCIAL LLC

CRD#: 6413

MERIDIAN, ID

Past

April 12, 2002 - February 26, 2003

WORLD GROUP SECURITIES, INC.

CRD#: 114473

DULUTH, GA

Past

June 13, 2000 - April 12, 2002

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HAWKE FINANCIAL GROUP

HAWKE FINANCIAL GROUP | HAWKE FINANCIAL GROUP, LLC

CRD#: 301733 / SEC#: 801-116678

RIA

Registered Investment Advisory firm - (5/24/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(9/1/2019)

IAR

Texas
(4/20/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/26/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/7/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/3/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 10/31/2013

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/10/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/12/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/22/2003

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 6/9/2001

Investment Company Products/Variable Contracts Principal Examination

Current Firm

HAWKE FINANCIAL GROUP

HAWKE FINANCIAL GROUP | HAWKE FINANCIAL GROUP, LLC

CRD#: 301733 / SEC#: 801-116678

RIA

Registered Investment Advisory firm - (5/24/2019 Approved)

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Contact information

Main Address

2484 N Stokesberry Place Suite 100, Meridian, ID 83646-6083

Mailing Address

Phone number

(208) 855-9400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HAWKE FINANCIAL ADV PART 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	1,107
AUM (Assets Under Management)	$ 254,279,317

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason S. Hawke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Steven Hawke's CRS (Customer Relationship Summary).

Certified licenses

Experience

D.H. HILL SECURITIES, LLLP

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

NEWBRIDGE SECURITIES CORPORATION

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

J.P. TURNER & COMPANY, L.L.C.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WORLD GROUP SECURITIES, INC.

WMA SECURITIES, INC.

Primary Firm SEC Registration

HAWKE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2011

Series 66

Date: 6/7/2004

Series 63

Date: 6/3/2000

SIE

Date: 10/1/2018

Series 3

Date: 10/31/2013

Series 7

Date: 6/10/2003

Series 6

Date: 6/12/2000

Series 24

Date: 7/22/2003

Series 26

Date: 6/9/2001

Current Firm

HAWKE FINANCIAL GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAWKE FINANCIAL GROUP

TRUST BUT VERIFY

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