Jordan Haines has been an investment adviser representative at Drucker Wealth 3.0 since January 2026, and is not listed among the firm’s executive officers or direct owners.
Drucker Wealth 3.0, LLC is a firm with $891M under management, 614 clients and 6 advisers in one office, as of its September 2026 filing.
Jordan Haines’ longest registration was 3 years at Dentist Advisors (2020–2023). Before joining Drucker Wealth 3.0 in 2026, Jordan Haines was registered through Dentist Advisors and Sound Financial Planning, Inc.
- Dentist Advisors– · under a yearKuna, ID · Adviser representative · Firm CRD 149559
- Dentist Advisors– · 3 yearsKuna, ID · Adviser representative · Firm CRD 149559
- Sound Financial Planning, Inc.– · under a yearMount Vernon, WA · Adviser representative · Firm CRD 114244
Investment adviser representative registrations
Jordan Haines is registered as an investment adviser representative in Utah, since January 2026.
- UtahSince 5 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jordan Anthony Haines
- CRD
- 6900734
- Firm
- Drucker Wealth 3.0 · CRD 328909
- Office
- Kuna, ID
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Jordan Haines work?
Jordan Haines is an investment adviser representative registered through Drucker Wealth 3.0, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jordan Haines a financial advisor?
Yes. Jordan Haines has a current investment-adviser registration in Utah, through Drucker Wealth 3.0 since January 2026.
How many years of experience does Jordan Haines have?
Jordan Haines has 4 years in the financial industry, since November 2021, across 3 adviser firms.
What exams has Jordan Haines passed?
Jordan Haines passed the Series 65 in May 2019.
Where did Jordan Haines work before Drucker Wealth 3.0?
Before Drucker Wealth 3.0, Jordan Haines was registered through Dentist Advisors, October 2024 to July 2025; Dentist Advisors, January 2020 to April 2023; Sound Financial Planning, Inc., November 2019 to January 2020.
Where is Jordan Haines based?
Jordan Haines’ registered office is in Kuna, ID.
Is Jordan Haines registered with FINRA?
No. Jordan Haines has no current broker registration.
How can I verify Jordan Haines’ record?
Search CRD 6900734 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jordan Haines’ full registration record.

