Unclaimed Profile

Jordan Yeo Cipriani

R.V. KUHNS & ASSOCIATES, INC.·PORTLAND, Oregon

R.V. KUHNS & ASSOCIATES, INC.

222 SW COLUMBIA STREET, SUITE 600, PORTLAND, OR 97201CRD# 5683402Firm CRD# 18005

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jordan Yeo Cipriani · PORTLAND, OR

Registration

CRD #5683402 · R.V. KUHNS & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Jordan Yeo Cipriani is a registered financial advisor based in PORTLAND, Oregon, affiliated with R.V. KUHNS & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

R.V. KUHNS & ASSOCIATES, INC.

RVK, INC.

AUM

$1.1B

Regulatory assets under management

Employees

137

Total firm employees

View all advisors at R.V. KUHNS & ASSOCIATES, INC. →

Services

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Background

Compensation

Hourly charges

Subscription fees

Other: % BASIS PT. ON PORTFOLIO VALUE

Regulatory

SEC/IARD CRD# 5683402

Firm CRD# 18005

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jordan Yeo Cipriani offer?

Jordan Yeo Cipriani is a registered financial advisor in PORTLAND, Oregon. Contact their office for details on services offered.

What are Jordan Yeo Cipriani's credentials?

Jordan Yeo Cipriani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jordan Yeo Cipriani located?

Jordan Yeo Cipriani is based in PORTLAND, Oregon, working with R.V. KUHNS & ASSOCIATES, INC.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Jordan Yeo Cipriani charge for services?

Jordan Yeo Cipriani's firm is compensated through hourly charges, subscription fees, other: % basis pt. on portfolio value. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is R.V. KUHNS & ASSOCIATES, INC.?

R.V. KUHNS & ASSOCIATES, INC. has approximately 137 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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