Jared M. Reinstein

PLANVISION

Ballston Lake, NY

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CRD#: 5411470

Professional summary

Jared Matthew Reinstein, CFP®, who also goes by Jared Matthew Reinstein, is a registered financial advisor currently at PLANVISION, LLC located in Ballston Lake, New York.

Jared is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jared has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jared Matthew Reinstein

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Matthew Reinstein's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

May 8, 2024 - Present

PLANVISION, LLC

RIA

CRD#: 166311

Ballston Lake, NY

Past

June 5, 2021 - April 11, 2024

BERKSHIRE MONEY MANAGEMENT, INC.

RIA

CRD#: 124873

BALLSTON LAKE, NY

Past

May 21, 2021 - May 31, 2021

BERKSHIRE MONEY MANAGEMENT, INC.

RIA

CRD#: 124873

BALLSTON LAKE, NY

Past

September 10, 2019 - April 26, 2021

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

CLIFTON PARK, NY

Past

August 26, 2019 - April 26, 2021

CITIZENS SECURITIES, INC.

CRD#: 39550

CLIFTON PARK, NY

Past

June 11, 2013 - March 22, 2019

LPL FINANCIAL LLC

RIA

CRD#: 6413

ALBANY, NY

Past

June 11, 2013 - March 22, 2019

LPL FINANCIAL LLC

CRD#: 6413

ALBANY, NY

Past

August 1, 2012 - June 11, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SARATOGA SPRINGS, NY

Past

June 4, 2012 - June 11, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SARATOGA SPRINGS, NY

Past

December 7, 2009 - June 27, 2012

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

ALBANY, NY

Past

December 26, 2008 - September 15, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

LATHAM, NY

Past

May 23, 2008 - December 1, 2008

EQUITY SERVICES, INC.

CRD#: 265

CLIFTON PARK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PLANVISION, LLC

M&E FINANCIAL GROUP | PLANVISION, LLC

CRD#: 166311 / SEC#: 801-112729

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

Minnesota

Registered Investment Advisory firm - (3/30/2018 Terminated)

South Dakota

Registered Investment Advisory firm - (3/30/2018 Terminated)

Wisconsin

Registered Investment Advisory firm - (4/2/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(5/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/12/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/10/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/22/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PLANVISION, LLC

M&E FINANCIAL GROUP | PLANVISION, LLC

CRD#: 166311 / SEC#: 801-112729

RIA

Registered Investment Advisory firm - (3/30/2018 Approved)

Minnesota

Registered Investment Advisory firm - (3/30/2018 Terminated)

South Dakota

Registered Investment Advisory firm - (3/30/2018 Terminated)

Wisconsin

Registered Investment Advisory firm - (4/2/2018 Terminated)

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Contact information

Main Address

Fuquay-varina, NC

Mailing Address

Phone number

(612) 965-4286

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PLANVISION DISCLOSURE BROCHURE (3/20/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jared M. Reinstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Matthew Reinstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERKSHIRE MONEY MANAGEMENT, INC.

BERKSHIRE MONEY MANAGEMENT, INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERCER ALLIED COMPANY, L.P.

MSI FINANCIAL SERVICES, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

PLANVISION, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2012

Series 63

Date: 6/12/2008

Series 7TO

Date: 1/2/2024

Series 6TO

Date: 1/2/2024

SIE

Date: 10/1/2018

Series 7

Date: 7/10/2009

Series 6

Date: 5/22/2008

Current Firm

PLANVISION, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

PLANVISION, LLC

TRUST BUT VERIFY

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