Jordan Kaufman, CFA, CFP®'s Email & Phone Number
Chief Investment Officer, Partner, Advisor at Green Ridge Wealth Planning
Jordan Kaufman, CFA, CFP® Email Addresses
Jordan Kaufman, CFA, CFP® Phone Numbers
Jordan Kaufman, CFA, CFP®'s Work Experience
OPT Advisory, A Member of Green Ridge Wealth Planning, LLC
Wealth Advisor
July 2019 to Present
Green Ridge Wealth Planning
Chief Investment Officer, Partner, Advisor
November 2020 to Present
Satovsky Asset Management
Senior Investment Analyst
September 2007 to January 2010
Davis Capital Management
Trader / Research Analyst
June 2006 to September 2007
OPT Advisory, A Member of Advisory Services Network, LLC
Wealth Advisor
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Jordan Kaufman, CFA, CFP®'s Education
Columbia University in the City of New York
January 2004 to January 2006
The George Washington University
January 2000 to January 2004
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Frequently Asked Questions about Jordan Kaufman, CFA, CFP®
What company does Jordan Kaufman, CFA, CFP® work for?
Jordan Kaufman, CFA, CFP® works for Green Ridge Wealth Planning
What is Jordan Kaufman, CFA, CFP®'s role at Green Ridge Wealth Planning?
Jordan Kaufman, CFA, CFP® is Chief Investment Officer, Partner, Advisor
What is Jordan Kaufman, CFA, CFP®'s personal email address?
Jordan Kaufman, CFA, CFP®'s personal email address is jo****[email protected]
What is Jordan Kaufman, CFA, CFP®'s business email address?
Jordan Kaufman, CFA, CFP®'s business email address is jordan.kaufman,cfa,cfp®@***.***
What is Jordan Kaufman, CFA, CFP®'s Phone Number?
Jordan Kaufman, CFA, CFP®'s phone (201) ***-*391
What industry does Jordan Kaufman, CFA, CFP® work in?
Jordan Kaufman, CFA, CFP® works in the Financial Services industry.
Jordan Kaufman, CFA, CFP® Email Addresses
Jordan Kaufman, CFA, CFP® Phone Numbers
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Jordan Kaufman, CFA, CFP®'s Ranking
Ranked #196 out of 3,913 for Chief Investment Officer, Partner, Advisor in New Jersey
Jordan Kaufman, CFA, CFP®'s Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
Average Tenure
2 year(s), 0 month(s)
Jordan Kaufman, CFA, CFP®'s Willingness to Change Jobs
Unlikely
Likely
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There's 85% chance that Jordan Kaufman, CFA, CFP® is seeking for new opportunities
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Jordan Kaufman, CFA, CFP®'s Social Media Links
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