Bradley Haines has been Chief Investment Officer of Juncture Wealth Strategies since April 2018, is a control person of the firm and directly owns under 5% of it.
Juncture Wealth Strategies, LLC is a Scottsdale, AZ firm with $474M under management, 462 clients and 9 advisers across 3 offices, as of its March 2026 filing.
Brad Haines is Chief Investment Officer of Juncture Wealth Strategies. He has over 20 years of experience managing investment portfolios for high-net-worth individuals and institutional clients. His experience includes valuing privately held companies and research in asset and risk allocations.
Bradley Haines’ longest registration is the current one, 8 years at Juncture Wealth Strategies since 2018. Before joining Juncture Wealth Strategies in 2018, Bradley Haines was registered through Juncture Wealth Strategies, LLC and Wells Fargo Investments, LLC.
- – present · 8 yearsScottsdale, AZ · Adviser representative · Firm CRD 298110
- Juncture Wealth Strategies, LLC– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 287908
- Juncture Wealth Strategies, LLC– · 1 yearScottsdale, AZ · Adviser representative · Firm CRD 155175
- Wells Fargo Investments, LLC– · under a yearSun City, AZ · Adviser representative · Firm CRD 10582
Professional designations
Listed by Juncture Wealth Strategies
- Chartered Financial Analyst (CFA®)
- Financial Risk Manager (FRM®)
Investment adviser representative registrations
Bradley Haines is registered as an investment adviser representative in Arizona, since October 2018.
- ArizonaSince 22 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 10 September 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 February 1997 |
| Series 7 | General Securities Representative Examination | 14 March 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 January 1995 |
| Series 52 | Municipal Securities Representative Examination | 22 December 1994 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Representative Examination
- Full name
- Bradley James Haines
- CRD
- 2571132
- Firm
- Juncture Wealth Strategies · CRD 298110
- Role
- Chief Investment Officer
- Office
- 8777 E. VIA DE VENTURA, SUITE 120, Scottsdale, AZ 85258
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- juncturewealth.com
Where does Bradley Haines work?
Bradley Haines has been Chief Investment Officer of Juncture Wealth Strategies, LLC since April 2018, and is a control person of the firm.
Is Bradley Haines a financial advisor?
Yes. Bradley Haines has a current investment-adviser registration in Arizona, through Juncture Wealth Strategies since October 2018.
How many years of experience does Bradley Haines have?
Bradley Haines has 11 years in the financial industry, since January 2015, across 4 adviser firms.
What exams has Bradley Haines passed?
Bradley Haines has passed 5 licensing exams: the Series 52, Series 63, Series 7, Series 65 and Series 66. The earliest, the Series 52, was passed in December 1994.
Where did Bradley Haines work before Juncture Wealth Strategies?
Before Juncture Wealth Strategies, Bradley Haines was registered through Juncture Wealth Strategies, LLC (CRD 155175), September 2015 to August 2017; Wells Fargo Investments, LLC, September 2004 to May 2005.
Where is Bradley Haines based?
Bradley Haines’ registered office is in Scottsdale, AZ.
Is Bradley Haines registered with FINRA?
No. Bradley Haines has no current broker registration.
Is Bradley Haines a CFA charterholder?
Juncture Wealth Strategies lists Bradley Haines with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Bradley Haines’ record?
Search CRD 2571132 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bradley Haines’ full registration record.
