Jordan Haines, financial advisor South Jordan UT

Jordan Haines

CRD Number: 6900734
Current Firm: Dentist Advisors

Jordan Haines (CRD# 6900734) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 3 years of experience in the finance industry. Jordan Haines has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Dentist Advisors South Jordan, UT Dec 2019 - Current 3
Sound Financial Planning, Inc. Mount Vernon, WA Nov 2019 - Dec 2019 < 1
Sound Financial Planning, Inc. Mount Vernon, WA Jan 2019 - Dec 2019 < 1
Western Digital Orem, UT Jun 2017 - Jan 2019 1
Frandsen Morrill Advisors Provo, UT Jan 2018 - Jun 2018 < 1
Securitymetrics Orem, UT Feb 2015 - Jun 2017 2
Unemployed Orem, UT Jan 2009 - Feb 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Jordan A. Haines
Phone Number: 801-748-1243
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    327
    MILLIONS
  • Total Number of Accounts
    1,955
    ACCOUNTS
  • Average Account Value
    $167,404
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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