Jason Hawke is a registered investment advisor at Hawke Financial Group, based in meridian, ID, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 789 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may differ from client to client based upon investment strategies utilized, the amount of assets under management and the amount of work anticipated in servicing your account(s).
Fee Estimator
Location
2484 N Stokesberry Place Suite 100, meridian, ID, 83646
Get directionsHistory
Regulatory History (13)
Employment Separation After Allegations
August 2025Customer Dispute
July 2025Customer Dispute
March 2020Regulatory
April 2019Employment Separation After Allegations
March 2019Customer Dispute
June 2014Customer Dispute
December 2012Customer Dispute
December 2011Employment Separation After Allegations
July 2011Customer Dispute
June 2011Customer Dispute
April 2011Customer Dispute
March 2010Criminal
December 2003Other Business Activities
Jason owns JPT Properties LLC (real estate and property management) and a livestock cattle business, dedicating minimal time to each. He is also the owner and SEC Registered RIA of Hawke Financial Group LLC (fee-based money management and financial planning) and a registered representative with D.H. Hill Securities, LLLP, dedicating nearly full-time and a few hours per week to these activities, respectively. Jason is also the treasurer for Stonebriar Homeowners Association, Inc, dedicating minimal time.
Employment History
Current Registrations
Hawke Financial Group
Previous Registrations
D.H. Hill Securities, LllpBroker
Hawke Financial Group
National Asset Management, INC.
National Securities CorporationBroker
Newbridge Securities CorporationBroker
J.P. Turner & Company, L.L.C.Broker
J P Turner & Company Capital Management, LLC
LPL Financial Corporation
LPL Financial CorporationBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.