Unclaimed Profile

Jason Steven Hawke

HAWKE FINANCIAL GROUP, LLC·MERIDIAN, Idaho

SIE, Series 3, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65, Series 6622 years registeredHAWKE FINANCIAL GROUP, LLC

2484 N STOKESBERRY PLACE, MERIDIAN, ID 83646-6083CRD# 4177415Firm CRD# 301733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Steven Hawke · MERIDIAN, ID

Registration

CRD #4177415 · HAWKE FINANCIAL GROUP, LLC · 22 years registered

Brand Profile

Not yet started

Career History

HAWKE FINANCIAL GROUP

Jan 2026 – present

HAWKE FINANCIAL GROUP

Sep 2019 – Dec 2025

MERIDIAN, ID

NATIONAL ASSET MANAGEMENT, INC.

Dec 2011 – Mar 2019

MERIDAN, ID

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

May 2008 – Aug 2011

MERIDAN, ID

LPL FINANCIAL CORPORATION

Jun 2004 – May 2008

MERIDIAN, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Series 66

Registration record

First registered · June 8, 2004

Years registered · 22

Disclosure History

2025Customer Dispute·Closed-No Action

2025Employment Separation After Allegations

2020Customer Dispute·Settled

2019Employment Separation After Allegations

2019Regulatory·Final

2014Customer Dispute·Settled

2012Customer Dispute·Settled

2011Customer Dispute·Closed-No Action

2011Customer Dispute·Settled

2011Employment Separation After Allegations

2010Customer Dispute·Settled

2003Criminal·Final Disposition

14 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HAWKE FINANCIAL GROUP, LLC

CRD 301733 · SEC 801-116678

AUM

$198M

Regulatory assets under management

Employees

1,091 client accounts

Services offered by HAWKE FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HAWKE FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Steven Hawke offer?

Jason Steven Hawke specializes in Financial Planning, Investment Management. Contact their office in MERIDIAN, Idaho for a consultation.

What are Jason Steven Hawke's credentials?

Jason Steven Hawke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Steven Hawke located?

Jason Steven Hawke is based in MERIDIAN, Idaho, working with HAWKE FINANCIAL GROUP, LLC. Their office serves clients in the MERIDIAN metropolitan area and surrounding communities.

How does Jason Steven Hawke charge for services?

Jason Steven Hawke's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAWKE FINANCIAL GROUP, LLC?

HAWKE FINANCIAL GROUP, LLC has approximately 3 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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