Ryan Matthew Jordan

Employer firm

Cs Planning Corp CRD 149937

$1.96B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 02/2019
  Foresters Financial Services
  Beaverton, OR
• 11/2017 → 02/2019
  Foresters Advisory Services
  Beaverton, OR
• 02/2019 → 02/2026
  Planmember Securities Corporation
  Carpinteria, CA
• 06/2019 → Present
  Financial Alternatives
  Spokane, WA
• 02/2015 → Present
  Ryan Jordan (Self Employed)
  Spokane, WA
• 03/2023 → Present
  Cs Planning Corp.
  Portland, OR
• 02/2019 → 02/2026
  Planmember Securities Corporation
  Carpinteria, CA

Previous Registrations

• 2019-02-07 → 2026-03-06
  Planmember Securities Corporation
  Carpinteria, CA
  Spokane, WA
• 2018-01-09 → 2019-02-06
  Foresters Advisory Services, Llc
  Beaverton, OR

Other Businesses

1) Financial Alternatives - 1212 N. Washington St., Suite 116, Spokane, WA 99201; Investment related; Investments and insurance sales & services; Representative/Agent/Affiliate; Start date 2/19; 120 hrs/mnth; 80 hrs/mnth during trading. 2) Ryan Jordan (self employed) - 1212 N. Washington St., Suite 116, Spokane, WA 99201; Investment related; Insurance sales & services; Representative/Agent; Start date 2/19; 40 hrs/mnth; 20 hrs/mnth during trading. 3) CS Planning Corp DBA Financial Alternatives; 1212 N. Washington St. Suite 116, Spokane WA 99201; Start Date 03/2023; Investment Advisor Representative (IAR); Provide investment/retirement planning and advisory products as an IAR through CS Planning; 80 hrs/mo; 80 hrs/mo during trading. IR

Exams

• S66 Uniform Combined State Law Examination
  2017-11-08
• S63 Uniform Securities Agent State Law Examination
  2015-08-18

Other Names

• Ryan Jordan