JH
CFP
JH
CFP

Jennifer Hawkins

13 Years of Experience
Stillwater, OK
Broker

Jennifer Hawkins is a CFP-designated registered investment advisor at LPL Financial LLC, based in Stillwater, OK, with 13 years of industry experience. Jennifer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

205 W 7th Ave # 102, Stillwater, OK, 74074

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer co-manages and co-owns Hawkins Properties LLC, a real estate rental business, since 2018. She also operates Hawkins Financial Group Inc as a DBA for her LPL business, dedicating full-time hours to it.

Employment History
Current Registrations
LPL Financial LLC
March 2018 - Present · 8 yrs 7 mos
LPL Financial LLCBroker
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Arvest Wealth ManagementBroker
December 2013 - August 2017 · 3 yrs 8 mos
Arvest Wealth Management
September 2012 - August 2017 · 4 yrs 11 mos
New England SecuritiesBroker
June 2004 - August 2004 · 2 mos
State Registrations29 states
ALARAZCACOFLGAIDILINKSKYLAMIMOMTNMNVNYOHOKPASCSDTXUTVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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