Jordan HainesCRD 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.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|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|
Total Assets Under Management327MILLIONS
Total Number of Accounts1,955ACCOUNTS
Average Account Value$167,404
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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