Jordan Kaufman
Green Ridge Wealth Planning · Montville, New Jersey
Jordan Kaufman is a fee-only financial advisor at Green Ridge Wealth Planning in Montville, New Jersey, who holds the CFP and CFA credentials. Jordan focuses on founders (pre-exit) and small business owners. Green Ridge Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Green Ridge Wealth Planning |
|---|---|
| Based in | Montville, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $389.6M across 907 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NH, NJ · CRD 4847447 |
| Exams passed | Series 63 (2007) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | grwealthplan.com |
| Profile |
How Jordan's firm compares
- Green Ridge Wealth Planning's average account is about $430,000, from its Form ADV (assets managed divided by 907 accounts).
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Questions about Jordan
Is Jordan Kaufman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Green Ridge Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Green Ridge Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jordan Kaufman based?
Jordan Kaufman is based in Montville, New Jersey.
What does Jordan specialize in?
Jordan's specialties include founders (pre-exit) and small business owners. Jordan works with founders.
What credentials does Jordan Kaufman hold?
Jordan Kaufman holds the CFP and CFA credentials.
Is Jordan Kaufman registered with the SEC?
Yes. Jordan Kaufman is registered as an investment adviser representative in NH and NJ (CRD 4847447), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Green Ridge Wealth Planning manage?
Green Ridge Wealth Planning reports $389.6M across 907 accounts in assets under management.
How do I contact Jordan Kaufman?
Through Jordan's website, grwealthplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Green Ridge Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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