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Jordan Charles Kaufman

GREEN RIDGE WEALTH PLANNING LLC·MONTVILLE, New Jersey
Clean recordGREEN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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 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.
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Other Advisors at GREEN RIDGE WEALTH PLANNING LLC

Robert James Mascia
MONTVILLE, NJ
Wendy Elizabeth Deer
MONTVILLE, NJ

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Research
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