AdvisorOS Directory
Claim Profile
JK

Jordan Charles Kaufman

GREEN RIDGE WEALTH PLANNING LLC·MONTVILLE, New Jersey
Unclaimed Profile
150 RIVER ROAD, MONTVILLE, NJ 07045CRD# 4847447Firm CRD# 304236
01

About

Jordan Charles Kaufman is a registered financial advisor based in MONTVILLE, New Jersey, affiliated with GREEN RIDGE WEALTH PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GREEN RIDGE WEALTH PLANNING LLC
GREEN RIDGE WEALTH PLANNING LLC
AUM
$241M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at GREEN RIDGE WEALTH PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4847447
Firm CRD# 304236
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MONTVILLE?

Browse all registered financial advisors in MONTVILLE, New Jersey or claim this profile if it's yours.

Browse MONTVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jordan Charles Kaufman offer?
Jordan Charles Kaufman specializes in Financial Planning, Investment Management. Contact their office in MONTVILLE, New Jersey for a consultation.
What are Jordan Charles Kaufman's credentials?
Jordan Charles Kaufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jordan Charles Kaufman located?
Jordan Charles Kaufman is based in MONTVILLE, New Jersey, working with GREEN RIDGE WEALTH PLANNING LLC. Their office serves clients in the MONTVILLE metropolitan area and surrounding communities.
How does Jordan Charles Kaufman charge for services?
Jordan Charles Kaufman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREEN RIDGE WEALTH PLANNING LLC?
GREEN RIDGE WEALTH PLANNING LLC has approximately 10 employees and manages $241M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MONTVILLE
Jai Deshmukh — OPEN STREET LLCRobert James Mascia — GREEN RIDGE WEALTH PLANNING LLCWendy Elizabeth Deer — GREEN RIDGE WEALTH PLANNING LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile