Jordan Haines
Advisor at Drucker Wealth
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.
Advisor at Drucker Wealth
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.
Location
Kuna, ID
Credentials
CFP®, Series 65
Industry experience
4 years
Jordan Haines is a CFP® with four years of industry experience, currently serving as an advisor at Drucker Wealth. He previously worked at Dentist Advisors and Elements Technology, Inc., among other firms. Outside of his advisory role, Jordan is the founder of Scaling Motion, a consulting business. Drucker Wealth serves individual and high-net-worth clients, including professionals in pre-retirement, technology, and medical fields, as well as small business owners. The firm offers comprehensive financial planning and discretionary investment management using a mix of fundamental, technical, tactical, and behavioral approaches.
Based on Drucker Wealth
Based on Drucker Wealth
Fixed fees for financial planning ($3,000 to $8,000) and estate planning platform fee (up to $2,499)
Commission compensation for certain investment advisor representatives acting as registered representatives or insurance agents
Account minimum: $7,500 minimum annual fee Minimum fee: $7,500 minimum annual fee for asset management services Fee-only: Fixed financial planning fees ranging from $3,000 to $8,000; Estate planning platform fee up to $2,499
Kuna, ID
Utah
Drucker Wealth
2025 - Present (1 year)
Scaling Motions
2025 - Present (1 year)
Dentist Advisors
2024 - 2025 (1 year)
Elements Technology, Inc.
2020 - 2024 (4 years)
Dentist Advisors
2019 - 2022 (3 years)
Sound Financial Planning, Inc.
2019 - 2019 (1 year)
Sound Financial Planning, Inc.
2019 - 2019 (1 year)
Frandsen Morrill Advisors
2018 - 2018 (1 year)
Western Digital
2017 - 2019 (2 years)
SecurityMetrics
2015 - 2017 (2 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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