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Ryan Matthew Jordan

Cs Planning Corp

Portland, OR

Spokane, WA

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Current Employers
Cs Planning Corp

3395 Sw Garden View Ave, Portland, OR 97225 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-03-20
  • WA RA
    APPROVED
    Since 2023-03-20

Branch Locations

3395 Sw Garden View Ave, Portland, OR 97225 • United States

1212 N. Washington Street, Suite 116, Spokane, WA 99223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Services Beaverton OR 11/2015 02/2019
Foresters Advisory Services Beaverton OR 11/2017 02/2019
Planmember Securities Corporation Carpinteria CA 02/2019 02/2026
Financial Alternatives Spokane WA 06/2019 Present
Ryan Jordan (Self Employed) Spokane WA 02/2015 Present
Cs Planning Corp. Portland OR 03/2023 Present
Planmember Securities Corporation Carpinteria CA 02/2019 02/2026
  • 11/2015 → 02/2019
    Foresters Financial Services
    Beaverton, OR
  • 11/2017 → 02/2019
    Foresters Advisory Services
    Beaverton, OR
  • 02/2019 → 02/2026
    Carpinteria, CA
  • 06/2019 → Present
    Financial Alternatives
    Spokane, WA
  • 02/2015 → Present
    Ryan Jordan (Self Employed)
    Spokane, WA
  • 03/2023 → Present
    Portland, OR
  • 02/2019 → 02/2026
    Carpinteria, CA
Previous Registrations
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
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-08
S63 Uniform Securities Agent State Law Examination 2015-08-18
  • S66 Uniform Combined State Law Examination
    2017-11-08
  • S63 Uniform Securities Agent State Law Examination
    2015-08-18
Other Names
  • Ryan Jordan

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