Jessi Hawk, financial advisor Walnut Creek CA

Jessi Hawk

CRD Number: 5454935
Current Firm: Hawk Capital Wealth Management LLC

Jessi Hawk (CRD# 5454935) is an Investment Advisor Representative working at Hawk Capital Wealth Management LLC in Walnut Creek, CA and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hawk Capital Wealth Management Walnut Creek, CA Jul 2020 - Current 3
Jessi Hawk, Sole Proprietor Walnut Creek, CA Dec 2008 - Current 15
Jessi Hawk Realty Broker Walnut Creek, CA Mar 1998 - Current 26
Bank Of America, N.a San Francisco, CA Apr 2018 - Jul 2020 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Francisco, CA Mar 2018 - Jul 2020 2
Scottrade, Inc. Fairfield, CA Nov 2016 - Mar 2018 1
Pruco Securities, LLC San Francisco, CA Jul 2016 - Oct 2016 < 1
The Prudential Insurance Company Of America San Francisco, CA Jul 2016 - Oct 2016 < 1
Sii Walnut Creek, CA Dec 2013 - Jul 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jessi Hawk
Phone Number: 415-939-5316
Registered State(s):
  • CA
Current Firm Details
Hawk Capital Wealth Management LLC
Firm's CRD Number: 309556
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $180,890
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA

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