Bradley James Haines
Investment adviser representative at Juncture Wealth Strategies, LLC
3 yearsExperience
1 stateRegistered in
CFADesignation
$473.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
3 years in the industry.
- Juncture Wealth Strategies, LLCMay 2015 to now
- Heritage Wealth Management, LLCApr 2017 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Juncture Wealth Strategies, LLC
$473.6MAssets managed
462Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2571132
- Firm CRD
- 298110