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Jordan Anthony Haines

Advisor at Drucker Wealth — Kuna, ID

Updated today

Credentials

CFP®, Series 65

Experience

4 years

Location

Kuna, ID

Drucker Wealth logo

Drucker Wealth

Team

Total advisors

5

Across 3 offices

Clients per advisor

123 Very High

Avg AUM per client

$1,405,369 High

HNW client ratio

54% High

About

Jordan Haines is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Drucker Wealth, where he has worked since 2025. Prior to that, he held roles at Scaling Motions, which he founded and consults for, as well as at Dentist Advisors and Elements Technology, Inc. Drucker Wealth advises primarily pre-retirement and high-net-worth individuals, notably mid-career professionals in the technology and medical fields and small-business owners, offering comprehensive financial planning and discretionary portfolio management. The firm employs a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios and utilizes direct indexing, sub-advisors, and model trading platforms.

Client services

Based on Drucker Wealth

Financial planning Portfolio management

Expertise

Based on Drucker Wealth

General tax planning Tax-loss harvesting

Occupation focus

Based on Drucker Wealth

Technology Professional Founder/Business Owner

Demographic focus

Based on Drucker Wealth

HENRY (High Earners, Not Rich Yet) Newlywed/Engaged Young Families

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Fee options

Fixed

Financial planning fixed fees range from $3,000 to $8,000. Estate planning platform fee up to $2,499.

Commissions

Certain investment advisor representatives may receive commissions for selling securities and insurance products; separate from advisory fees.

Other

Account minimum: $7,500 minimum annual fee Minimum fee: $7,500 minimum annual fee for asset management services.

Location

See office

Kuna, ID

Kuna ID

Advisors at this office

1

Most active in

Utah

Work history

4 years of industry experience

Drucker Wealth

2025 - Present • 1 year

New York, NY

Scaling Motions

2025 - Present • 1 year

Kuna, ID

Dentist Advisors

2024 - 2025 • 1 year

South Jordan, UT

Elements Technology, Inc.

2020 - 2024 • 4 years

South Jordan, UT

Dentist Advisors

2019 - 2022 • 3 years

South Jordan, UT

Sound Financial Planning, Inc.

2019 - 2019 • 1 year

Mount Vernon, WA

Sound Financial Planning, Inc.

2019 - 2019 • 1 year

Mount Vernon, WA

Frandsen Morrill Advisors

2018 - 2018 • 1 year

Provo, UT

Western Digital

2017 - 2019 • 2 years

Orem, UT

SecurityMetrics

2015 - 2017 • 2 years

Orem, UT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brennain V

Series 65

Boise, ID

Hoeven Wealth

Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

Wealth management Liquidity event planning Business ownership considerations Business exit / sale strategy Business succession planning Engineering Professional Established Professionals Mid-Career Professionals
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Richard B

CFP®, Series 65

Boise, ID

Table Rock Financial Planning

Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.

General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy General tax planning Passive / index investing
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Gustavo G

Series 63, Series 65

Boise, ID

Integrated Financial Management, LLC

Gustavo Gonzalez is a financial advisor with Integrated Financial Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Capital Asset Management, LLC, First Allied Advisory Services, INC., and Pinnacle Benefit Consultants, LLC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and provides notary and paralegal services. Integrated Financial Management, LLC offers financial planning and advisory services primarily to individuals and high-net-worth clients, utilizing third-party managed account platforms to implement multi-manager investment allocations. The firm focuses on manager selection and oversight rather than direct portfolio management, with regular client reporting and reviews.

General retirement planning College savings (529s, UTMA, etc.)
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Mathew E

Series 65

Boise, ID

Koinos Financial

Mathew Eardley is a financial advisor at Koinos Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at First Presbyterian Church, Foundant Technologies, and a decade at Jitasa. Koinos Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach combining passive and active strategies and offers fee-only services including ongoing investment management, standalone financial planning, and public educational seminars.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Young Professionals
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Jeremy O

Series 65

Boise, ID

JCO Advisors LLC

Jeremy Ouchley is the principal of JCO Advisors LLC in Boise, Idaho, holding a Series 65 designation with two years of industry experience. Prior to founding JCO Advisors, he worked at AmerisourceBergen Corp. for seven years and currently owns and operates Ouchley Law PLLC, a law firm providing legal services primarily to business clients. JCO Advisors LLC offers holistic financial planning, discretionary investment management, retirement plan consulting, and business consulting to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a disciplined, long-term asset allocation strategy focused on no-load mutual funds and ETFs, integrating planning with investment oversight and offering both ongoing and project-based services.

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Attorney Founder/Business Owner Established Professionals
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Collin T

CFP®, Series 65

Boise, ID

Arc Advisers LLC

Collin Todd is a CFP® professional with 16 years of industry experience, currently serving as the sole advisor at Arc Advisers LLC in Boise, ID. He previously worked at First Affirmative Financial Network, LLC and New Outlook Financial, LLC. Arc Advisers LLC is a fee-only registered investment adviser that offers portfolio management through recommended third-party sub-advisors along with comprehensive financial planning for individuals, trusts, retirement accounts, charitable organizations, and small businesses. The firm emphasizes sustainable, responsible, and impact (SRI/ESG) investing and integrates tax and estate-planning coordination into its financial planning services.

ESG / Sustainable investing Tax-loss harvesting Charitable giving tax strategies General estate planning guidance Wealth management
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