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Chief Investment Officer · Green Ridge Wealth Planning LLC

Jordan C. Kaufman

CRD 4847447 · Named on Form ADV at one SEC-registered adviser

At a glance

Green Ridge Wealth Planning LLC, an SEC-registered wealth manager based in Montville, NJ with $390 million in regulatory assets, lists Jordan C. Kaufman on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

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Jordan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jordan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.