Jeffrey Haines
Jeffrey Haines is a registered investment advisor at Gateway Wealth Partners, LLC, based in Glastonbury, CT, with 31 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 7,382 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual management fee varies up to 3.00% depending on portfolio size and composition. Fees are negotiable.
Fee Estimator
Location
455 Winding Brook Drive, Glastonbury, CT, 06033
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2023Customer Dispute
October 2009Other Business ActivitiesSells Insurance
Jeffrey sells term life, whole life, and fixed annuities through Gateway Financial Partners. He also dedicates full-time hours to Gateway Financial Partners LLC (DBA for LPL business) and Gateway Wealth Partners, LLC as an Investment Advisor Representative.
Employment History
Current Registrations
Gateway Wealth Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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