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Odis Hawkins

9 Years of Experience
Jacksonville, FL
1 DisclosureBrokerSells Insurance

Odis Hawkins is a registered investment advisor at State Farm Investment Management CORP., based in Jacksonville, FL, with 9 years of industry experience. Odis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2801 St Jns Blf Rd S, Suite 103, Jacksonville, FL, 32246

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2020
Other Business ActivitiesSells Insurance

Odis is an adjunct instructor at Columbia College, teaching Intro to Personal Finance. He also owns Odis Hawkins's Insurance Agency, an insurance agency affiliated with State Farm, where he services customers and supervises employees, taking about half of his time.

Employment History
Current Registrations
State Farm Investment Management CORP.
July 2023 - Present · 2 yrs 10 mos
State Farm Vp Management CORP.
July 2021 - Present · 4 yrs 10 mos
State Farm Vp Management CORP.Broker
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
State Farm Vp Management CORP.Broker
January 2015 - April 2020 · 5 yrs 3 mos
State Registrations3 states
FLMOSC
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.
Odis Hawkins - Financial Advisor | TrueAdvisor