Ryan Matthew Jordan
Investment adviser representative at Cs Planning Corp
11 yearsExperience
1 stateRegistered in
$2BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cs Planning Corp.Mar 2023 to now
- Financial AlternativesJun 2019 to now
- Ryan Jordan (self Employed)Feb 2015 to now
- Planmember Securities CorporationFeb 2019 to Feb 2026
- Foresters Advisory ServicesNov 2017 to Feb 2019
- Foresters Financial ServicesNov 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
Cs Planning Corp
$2BAssets managed
4,200Clients
21Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6506269
- Firm CRD
- 149937