Jeremy Andrew Hawkins

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-05-15
WA	RA	APPROVED	2025-05-15

TX RA
APPROVED_RES

Since 2025-05-15
WA RA
APPROVED

Since 2025-05-15

Branch Locations

210 Se 131St Ave, Vancouver, WA 98683 • United States

11505 Ne Fourth Plain Road Suite A, Vanvouver, WA 98662 • United States

950 Se 10Th Ave, Portland, OR 97214 • United States

108 S Grand Blvd, Vancouver, WA 98661 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cuna Mutual Group	Waverly	IA	09/2014	02/2019
Cuna Brokerage Services, Inc.	Waverly	IA	09/2014	02/2019
Cuso Financial Services, Lp	San Diego	CA	02/2019	05/2025
Columbia Credit Union	Vancouver	WA	02/2019	Present
Lpl Financial Llc	Vancouver	WA	05/2025	Present

09/2014 → 02/2019

Cuna Mutual Group

Waverly, IA
09/2014 → 02/2019

Cuna Brokerage Services, Inc.

Waverly, IA
02/2019 → 05/2025

Cuso Financial Services, Lp

San Diego, CA
02/2019 → Present

Columbia Credit Union

Vancouver, WA
05/2025 → Present

Lpl Financial Llc

Vancouver, WA

Previous Registrations

2019-02-19 → 2025-05-15

Cuso Financial Services, L.P.

Vancouver, WA

Portland, OR

Vancouver, WA

San Diego, CA

Vanvouver, WA

Vancouver, WA
2014-09-16 → 2019-02-15

Cuna Brokerage Services, Inc.

Snoqualmie, WA

Aberdeen, WA

Aberdeen, WA
2006-02-24 → 2014-09-10

Lpl Financial Llc

Aberdeen, WA

Aberdeen, WA
2002-04-17 → 2006-03-17

D.A. Davidson & Co.

Aberdeen, WA
2002-06-25 → 2006-03-03

Davidson Investment Advisors, Inc.

Great Falls, MT

Other Businesses

1. 2/28/2025: Northwest Charter and Guide Service, LLC; Vancouver, QA; Other - Business Owner; Sailing captain and Fishing guide for charter service; Not inv. related; start date 12/1/2024; 10hrs/mo.; 0hrs during trading. 2. 4/29/2025: Columbia Invest and Insure; At reported business location(s); Investment products and services are offered through LPL Financial LLC using the DBA/trade name Columbia Invest and Insure; Inv. related; start date 4/29/2025; 160hrs/mo. during trading.