Jeffrey A. Hawkins Email and Phone Number
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At Farther Finance we live where your life and your finances meet. Life is a series of trade-offs. More of one thing usually means less of another. We all face tough decisions in our lives, and we help guide you to smarter choices by weighing your options and helping you decide what is best for you and your family.
Farther
View- Website:
- farther.com
- Employees:
- 14
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Senior Vice President, Wealth AdvisorFarther Oct 2023 - PresentBay Area, Ca / Bend, Or, United StatesMore than 30 years of financial services experience providing objective, independent, impartial, and comprehensive advice and service to individuals and families. Everything we do is centered around you and the life you want. Ultimately, money is just fuel. For each person, though, a rich life means something different.
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Vice PresidentGoldman Sachs Jul 2019 - Oct 2023Bend, Or / San Francisco Bay Area -
Vice President, Sr. Wealth AdvisorUnited Capital Financial Advisers, Llc Oct 2012 - Jul 2019San Francisco Bay Area -
A Registered RepresentativeGirard Securities, Inc. Jan 2013 - Mar 2015
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Senior Financial AdvisorSchultz Collins, Inc. Apr 2002 - Oct 2012San Francisco Bay AreaNon-discretionary, fee based lead financial adviser for high net worth individuals and families, trusts & institutions. Customized solutions to meet unique and dynamic goals and objectives of my clients. Collaboratively developed with the client, their portfolio design and investment policy, taking into account return and spending requirements, risk tolerance, tax situation, investment horizon, liquidity needs, legal structures and other individual circumstances. -
Private Wealth ManagementGoldman Sachs Sep 1999 - Nov 2001New York City And San Francisco Bay AreaIdentified and cultivated new relationships by targeting large shareholders of publicly traded companies, founders of privately held companies and other high-net-worth families. Completed eight month Private Wealth Management Training in New York. Areas of experience include: sophisticated asset allocation modeling and implementation, alternative investments (including Real Estate, Exchange Funds, Hedge Funds, and Private Equity) as well as derivative, equity and fixed income strategies. Additionally, advised on the strategy and implementation of various estate-planning techniques.
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Private Wealth ManagementGoldman Sachs Jun 1998 - Aug 1998New York CityCompleted ten-week Equity Summer Associate Training Program. During this program became proficient in the inner working of an investment banking firm, including Equity and Fixed Income Trading and Research, Derivatives, Investment Management, and Capital Markets. Received full-time offer as Private Wealth Manager in San Francisco.
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Investment Mangement - Media/Public Relations Director And Mutual Fund SalesRobertson Stephens 1993 - 1997San Francisco Bay AreaInitially sold mutual funds and provided investment advice to individual investors. Became the Chief spokesperson for Robertson Stephens Investment Management. Developed and implemented national communications and marketing programs to more effectively promote corporate image, introduce new products, and increase assets under management. Served as firm's delegate to the Investment Company Institute in Washington D.C. -
Management TrainingFranklin Templeton Investments 1991 - 1993San Francisco Bay AreaTwo-year rotational training program learning the inner workings of an extremely successful asset management firm. Defined Contribution Specialist, Franklin Institutional Services Corporation Marketing Research Analyst, Franklin Institutional Services Corporation Assistant Research Analyst, Municipal Bond Department -
Association Of Tennis Professionals TourAtp Tour, Inc. 1989 - 1990WorldwideToured and competed in United States, Europe and Asia. Achieved world doubles Ranking
Jeffrey A. Hawkins Skills
Jeffrey A. Hawkins Education Details
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Dartmouth College And Duke: Fuqua School Of Business -
Masters Of Business Administration -
Psychology
Frequently Asked Questions about Jeffrey A. Hawkins
What company does Jeffrey A. Hawkins work for?
Jeffrey A. Hawkins works for Farther
What is Jeffrey A. Hawkins's role at the current company?
Jeffrey A. Hawkins's current role is Senior Vice President, Wealth Advisor.
What is Jeffrey A. Hawkins's email address?
Jeffrey A. Hawkins's email address is je****@****ins.com
What is Jeffrey A. Hawkins's direct phone number?
Jeffrey A. Hawkins's direct phone number is +194999*****
What schools did Jeffrey A. Hawkins attend?
Jeffrey A. Hawkins attended Dartmouth College And Duke: Fuqua School Of Business, Duke University - Fuqua School Of Business, Dartmouth College, Miramonte High School.
What skills is Jeffrey A. Hawkins known for?
Jeffrey A. Hawkins has skills like Investments, Equities, Investment Advisory, Alternative Investments, Asset Allocation, Investment Strategies, Portfolio Management, Mutual Funds, Etfs, Wealth Management, Series 7, Securities.
Who are Jeffrey A. Hawkins's colleagues?
Jeffrey A. Hawkins's colleagues are Michael L. Hudson, Aif, Mark Putter, Silas H., Olga Kim, Rod Russell, Cepa®, Jj Jj, Abdo Zedan.
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