Jordan Anthony Haines
Investment adviser representative at Drucker Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$891.2MFirm assets
Are you Jordan Anthony Haines? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- Drucker WealthOct 2025 to now
- Scaling MotionsJul 2025 to now
- Dentist AdvisorsOct 2024 to Jul 2025
- Elements Technology, Inc.Jul 2020 to Oct 2024
- Dentist AdvisorsDec 2019 to Apr 2022
- Sound Financial Planning, Inc.Jan 2019 to Dec 2019
- Frandsen Morrill AdvisorsJan 2018 to Jun 2018
- Western DigitalJun 2017 to Jan 2019
- SecuritymetricsFeb 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (UT).
Drucker Wealth
Legal name: Drucker Wealth 3.0, LLC
$891.2MAssets managed
614Clients
5Advisers
2 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
- 6900734
- Firm CRD
- 328909