Scott Haynes

Portfolio Manager-Equities at

J. Team Financial, Inc.

Finance

Consumer Services

Profile

Mr. Darrell S.
Haynes is a Secretary at J.
Team Financial, Inc. He is a member of the firm’s investment team and advises clients on individual client asset allocations and is a contributor to the construction of the firm’s allocation models.
Prior to joining the firm in May 2010, Mr. Haynes has worked as a financial advisor since 2001.
From 2001-2010, he worked for Edward Jones advising individuals on their investment portfolios.
He received a BBA in Management/Marketing from Abilene Christian University in May of 2001.
He earned the Certified Financial Planner designation in May 2013.

Scott Haynes active positions

Companies	Position	Start
J. Team Financial, Inc. J. Team Financial, Inc. Investment ManagersFinance TFS’ security analysis methods may include fundamental analysis, financial analysis, technical analysis, charting, cyclical and macro-economic analysis. The main sources of information include, but are not limited to, financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC, and company press releases. The firm also pays a subscription for certain services to provide current information on stocks, bonds, mutual funds, ETF, and index funds. TFS’ investment committee develops and maintains models that can be assigned for a given client risk tolerance. To match the goals and objectives of the client while taking into account current macro conditions and the client’s risk tolerance, the primary investment strategy used on client accounts is strategic asset allocation.	Portfolio Manager-Equities	01/05/2010

All active positions of Scott Haynes

Former positions of Scott Haynes

Companies	Position	End
Edward D. Jones & Co. LP (Investment Management) Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models.	Corporate Officer/Principal	30/04/2010

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Linked companies

Private companies	3
Abilene Christian University Abilene Christian University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Edward D. Jones & Co. LP (Investment Management) Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward Jones-IM constructs the asset allocation for each Account Portfolio Objective using different Program Funds and different target weightings of Asset Allocation Categories, considering risk tolerance, time horizon and the purpose of investing funds into Advisory Solutions Fund Models.	Finance
J. Team Financial, Inc. J. Team Financial, Inc. Investment ManagersFinance TFS’ security analysis methods may include fundamental analysis, financial analysis, technical analysis, charting, cyclical and macro-economic analysis. The main sources of information include, but are not limited to, financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the SEC, and company press releases. The firm also pays a subscription for certain services to provide current information on stocks, bonds, mutual funds, ETF, and index funds. TFS’ investment committee develops and maintains models that can be assigned for a given client risk tolerance. To match the goals and objectives of the client while taking into account current macro conditions and the client’s risk tolerance, the primary investment strategy used on client accounts is strategic asset allocation.	Finance