PPrivate Fund Data Log in Join · $37/mo

Jordan Charles Kaufman

Chief Investment OfficerGreen Ridge Wealth Planning LLCCRD 4847447

About Jordan Charles Kaufman

Jordan Charles Kaufman is listed as Chief Investment Officer at Green Ridge Wealth Planning LLC in Montville, NJ. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Green Ridge Wealth Planning LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jordan Charles Kaufman work?

Jordan Charles Kaufman is listed as Chief Investment Officer at Green Ridge Wealth Planning LLC on SEC Form ADV.

How much of Green Ridge Wealth Planning LLC does Jordan Charles Kaufman own?

Form ADV reports a beneficial ownership band of 50-75%.

Green Ridge Wealth Planning LLC

TitleChief Investment Officer
Ownership50-75%
Control personYes
Since2020