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Jordan Charles Kaufman

GREEN RIDGE WEALTH PLANNING LLC·MONTVILLE, New Jersey
SIE, Series 4, Series 7, Series 55, Series 63CFPCFAClean record9 years registeredGREEN RIDGE WEALTH PLANNING LLC
150 RIVER ROAD, MONTVILLE, NJ 07045CRD# 4847447Firm CRD# 304236

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jordan Charles Kaufman · MONTVILLE, NJ
Registration
CRD #4847447 · GREEN RIDGE WEALTH PLANNING LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

GREEN RIDGE WEALTH PLANNING LLC
Nov 2020 – present
ADVISORY SERVICES NETWORK
Jul 2019 – Nov 2020
Ridgewood, NJ
OPPENHEIMER & CO. INC.
Feb 2017 – Jul 2019
SADDLE BROOK, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 55
Series 63
Registration record
First registered · February 14, 2017
Years registered · 9
Professional designations · CFP, CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREEN RIDGE WEALTH PLANNING LLC
CRD 304236 · SEC 801-121386
AUM
$241M
Regulatory assets under management
Employees
10
699 client accounts
Services offered by GREEN RIDGE WEALTH PLANNING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREEN RIDGE WEALTH PLANNING LLC →
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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 holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.
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.
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Other Advisors at GREEN RIDGE WEALTH PLANNING LLC

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MONTVILLE, NJ

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