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JH

Jordan A. Haines

DRUCKER WEALTH
Kuna, ID
Some features on this profile are disabled
CRD#: 6900734
JH

Professional summary

Jordan Anthony Haines, CFP® is a registered financial advisor currently at DRUCKER WEALTH located in Kuna, Idaho.

Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jordan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Anthony Haines's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

January 5, 2026 - Present

DRUCKER WEALTH

RIA
CRD#: 328909
Kuna, ID
Past

October 28, 2024 - July 8, 2025

DENTIST ADVISORS

RIA
CRD#: 149559
Kuna, ID
Past

January 2, 2020 - April 27, 2023

DENTIST ADVISORS

RIA
CRD#: 149559
Kuna, ID
Past

November 6, 2019 - January 8, 2020

SOUND FINANCIAL PLANNING, INC.

RIA
CRD#: 114244
MOUNT VERNON, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DRUCKER WEALTH
DRUCKER WEALTH | DRUCKER WEALTH, LLC | DRUCKER WEALTH 3.0, LLC

CRD#: 328909 / SEC#: 801-129473

RIA
Registered Investment Advisory firm - (2/6/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(1/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/24/2019
Uniform Investment Adviser Law Examination

Current Firm

DW
DRUCKER WEALTH
DRUCKER WEALTH | DRUCKER WEALTH, LLC | DRUCKER WEALTH 3.0, LLC

CRD#: 328909 / SEC#: 801-129473

RIA
Registered Investment Advisory firm - (2/6/2024 Approved)
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Contact information

Main Address
Mahwah, NJ
Mailing Address
50 Tice Boulevard Suite 340, Woodcliff Lake, NJ 07677
Phone number
(212) 681-0460
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM DISCLOSURE BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts2,985
AUM (Assets Under Management)$ 665,989,896

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DRUCKER WEALTH

CRD#: 328909Kuna, ID

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