Jordan Anthony Haines
Advisor at Drucker Wealth — Kuna, ID
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
4 years
Location
Kuna, ID
Drucker Wealth
Team
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.
Based on Drucker Wealth
Financial planning fixed fees range from $3,000 to $8,000. Estate planning platform fee up to $2,499.
Certain investment advisor representatives may receive commissions for selling securities and insurance products; separate from advisory fees.
Account minimum: $7,500 minimum annual fee Minimum fee: $7,500 minimum annual fee for asset management services.
Kuna, ID
Kuna ID
Advisors at this office
1
Utah
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
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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