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Stacy Hawkins

Advisor at J.P. Morgan Securities

Updated today

Location

Hammond, LA 70403

Credentials

Series 66

Industry experience

15 years

About

Stacy Hawkins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, she was employed at Capital One Investing and Capital One Advisors. Outside of her advisory role, she is involved in an e-commerce venture called Hygiene for the Homeless, which provides hygiene kits to homeless individuals. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

1916 Sw Railroad

Hammond, LA 70403

Most active in

Louisiana · Texas

Work history

JP MORGAN CHASE BANK, N.A.

2018 - Present (8 years)

Jpmorgan Securities LLC

2018 - Present (8 years)

UnEMPLOYED

2018 - 2018 (1 year)

Captial One Investing, LLC

2016 - 2018 (2 years)

Capital One Advisors, LLC

2016 - 2018 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Concentrated stock management Options & derivatives strategies Real estate investing
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Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Founder/Business Owner Women Professionals
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