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
| Title | Chief Investment Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2020 |