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Jordan Haines

Investment adviser representative at Drucker Wealth 3.0 in Kuna, ID

Investment adviser registrationUpdated

Jordan Haines is an investment adviser representative at Drucker Wealth 3.0, LLC, an investment adviser managing $891M, and works from its Kuna, ID office. Jordan Haines has been registered through Drucker Wealth 3.0 since 5 January 2026, has 4 years in the industry across 3 firms and has passed the Series 65.

4
Years in industry
0
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

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.

  1. – present · under a year
    Kuna, ID · Adviser representative · Firm CRD 328909
  2. Dentist Advisors
    – · under a year
    Kuna, ID · Adviser representative · Firm CRD 149559
  3. Dentist Advisors
    – · 3 years
    Kuna, ID · Adviser representative · Firm CRD 149559
  4. Sound Financial Planning, Inc.
    – · under a year
    Mount Vernon, WA · Adviser representative · Firm CRD 114244

Credentials and registrations

Investment adviser representative registrations

Jordan Haines is registered as an investment adviser representative in Utah, since January 2026.

  • UtahSince 5 January 2026

Examinations

Series 6524 May 2019
Name
Uniform Investment Adviser Law Examination

Key facts

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

Common questions

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.

Source: IAPD individual record, checked 24 October 2026

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.

Source: IAPD individual record, checked 24 October 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.

Source: IAPD individual record, checked 24 October 2026

What exams has Jordan Haines passed?

Jordan Haines passed the Series 65 in May 2019.

Source: IAPD individual record, checked 24 October 2026

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.

Source: IAPD individual record, checked 24 October 2026

Where is Jordan Haines based?

Jordan Haines’ registered office is in Kuna, ID.

Source: IAPD individual record, checked 24 October 2026

Is Jordan Haines registered with FINRA?

No. Jordan Haines has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

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.

Source: IAPD individual record, checked 24 October 2026

Leadership at Drucker Wealth 3.0

Sources

  1. IAPD individual record, CRD 6900734, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Drucker Wealth 3.0, LLC, filed 3 September 2026. Executive officers and direct owners; this person is not among them.