Michael Haines has been Partner, Chief Investment Officer of Essential Investment Partners since January 2019, is a control person of the firm and directly owns under 5% of it. Michael Haines holds a BA in Chemistry from The Colorado College and an MBA from the University of Denver.
Essential Investment Partners, LLC is an Englewood, CO firm with $223M under management, 79 clients and 2 advisers in one office, as of its March 2026 filing.
Michael Haines is a partner and Chief Investment Officer of Essential Investment Partners. He is a portfolio manager and principal relationship contact for many clients. He has been in the investment management industry for more than 25 years, including as a portfolio manager for JDH Capital Management, specializing in options and futures, and as a mutual fund portfolio manager and chief investment officer for Founders Asset Management.
Michael Haines’ longest registration was 9 years at JDH Capital Management LLC (2003–2013). Before joining Essential Investment Partners in 2019, Michael Haines was registered through Maurer & Associates Capital Management, Inc. and JDH Capital Management LLC.
- – present · 7 yearsEnglewood, CO · Adviser representative · Firm CRD 149509
- Maurer & Associates Capital Management, Inc.– · 5 yearsDenver, CO · Adviser representative · Firm CRD 113262
- JDH Capital Management LLC– · 9 yearsDenver, CO · Adviser representative · Firm CRD 128562
Investment adviser representative registrations
Michael Haines is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in January 2019.
- ColoradoSince 17 January 2019
- TexasResidentSince 17 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2003 |
| Series 24 | General Securities Principal Examination | 13 February 1990 |
| Series 7 | General Securities Representative Examination | 18 November 1989 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Kenneth Haines
- CRD
- 2005250
- Firm
- Essential Investment Partners · CRD 149509
- Role
- Partner, Chief Investment Officer
- Office
- 7887 E BELLEVIEW AVE, SUITE 1275, Englewood, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- essentialinvestment.com
Where does Michael Haines work?
Michael Haines has been Partner, Chief Investment Officer of Essential Investment Partners, LLC since January 2019, and is a control person of the firm.
Is Michael Haines a financial advisor?
Yes. Michael Haines has a current investment-adviser registration in Colorado and Texas, through Essential Investment Partners since January 2019.
How many years of experience does Michael Haines have?
Michael Haines has 22 years in the financial industry, since December 2003, across 3 adviser firms.
What exams has Michael Haines passed?
Michael Haines has passed 3 licensing exams: the Series 7, Series 24 and Series 65. The earliest, the Series 7, was passed in November 1989.
Where did Michael Haines work before Essential Investment Partners?
Before Essential Investment Partners, Michael Haines was registered through JDH Capital Management LLC, December 2003 to March 2013.
Where is Michael Haines based?
Michael Haines’ registered office is in Englewood, CO.
Is Michael Haines registered with FINRA?
No. Michael Haines has no current broker registration.
How can I verify Michael Haines’ record?
Search CRD 2005250 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Haines’ full registration record.