Jordan Kaufman is a CFA, CFP-designated registered investment advisor at Green Ridge Wealth Planning LLC, based in Montville, NJ, with 21 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 302 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Green Ridge Wealth Planning's annual fee for managing your investments ranges from 0.85% to 2% of the value of your portfolio. The exact fee depends on the amount you invest, the complexity of the services, and the level of administration required. Clients may receive financial planning at no additional cost.
Location
150 River Road, Suite E3, Montville, NJ, 07045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan serves on the Board of Trustees for several non-profit organizations in a volunteer capacity. Jordan also owns GRWP Enterprises, an office building from which they collect rent, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Green Ridge Wealth Planning LLC
Previous Registrations
Advisory Services Network
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Goldman, Sachs & CO.Broker
Purshe Kaplan Sterling InvestmentsBroker
Usf Securities, L.P.Broker
Davis Securities LLCBroker
Hold Brothers On-Line Investment Services L.L.C.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.