JH
CFA
JH
CFA

James Hawker

5 Years of Experience
Lehi, UT

James Hawker is a CFA-designated registered investment advisor at Drive Wealth Advisers, based in Lehi, UT, with 5 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,112 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
1,112 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual advisory fee is up to 2.00% of assets under management. Additional investment manager fees may apply if external or internal portfolio managers are utilized. Fees are negotiable.

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

3333 N Digital Drive, #700, Lehi, UT, 84043

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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

James is the Chief Investment Officer at Crabb Financial LLC, the parent company for Drive Wealth Advisers, since April 2025. He dedicates approximately 120 hours per month to providing advisory support to Drive Wealth Advisers' clients.

Employment History
Current Registrations
Drive Wealth Advisers
May 2025 - Present · 1 yr 5 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2022 - April 2025 · 2 yrs 6 mos
Wells Fargo Securities, LLCBroker
November 2015 - June 2017 · 1 yr 7 mos
State Registrations1 state
UT
Advisor

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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