Jeffrey Gage Haines

Current Employers

Employment History

• 02/2016 → 08/2023
  Raymond James & Associates
  West Hartford, CT
• 09/2023 → Present
  Lpl Financial Llc Dba Gateway Financial Partners
  Glastonbury, CT
• 09/2023 → Present
  Gateway Wealth Partners, Llc
  Glastonbury, CT

Previous Registrations

• 2016-02-19 → 2023-08-11
  Raymond James & Associates, Inc.
  West Hartford, CT
• 2005-08-19 → 2016-02-22
  Wells Fargo Clearing Services, Llc
  Glastonbury, CT
  Glastonbury, CT
  Glastonbury, CT
• 2001-07-24 → 2005-08-29
  Morgan Stanley Dw Inc.
  Hartford, CT

Other Businesses

1) 09/06/2023 - Gateway Financial Partners - Non-Variable Insurance - Selling: Term, whole, fixed annuities - Gateway Financial - CT 06033 - Start date: 09/23/2023. 2) 09/06/2023 - Gateway Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 10/25/2023 - Gateway Wealth Partners, LLC - Registered Investment Advisor - IAR - Inv Related - At reported business location(s) - Start Date: 09/20/2023 -160 Hrs/Mo; 8 Hrs During Trading. I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 09/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-10
• S63 Uniform Securities Agent State Law Examination
  1995-08-17

Other Names

• Jeffrey Gage Haines
• Jeffrey Haines