Vida M. Jatulis

MAINSTREET FINANCIAL PLANNING

Los Gatos, CA

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CRD#: 6240346

Professional summary

Vida Maria Jatulis, CFP®, who also goes by VIda M Liaukus, is a registered financial advisor currently at MAINSTREET FINANCIAL PLANNING, INC. located in Los Gatos, California.

Vida is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Vida has worked at 2 firms .

Question & Answer

What are your service offerings?

Life Transitions

Budgeting

Education Planning

Investment Planning

Comprehensive Financial Planni...

Debt Management

Business Succession Planning

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

Vida M Liaukus

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 Vida Maria Jatulis's 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: 2019

Experience

Current

March 8, 2022 - Present

MAINSTREET FINANCIAL PLANNING, INC.

RIA

CRD#: 123189

Los Gatos, CA

Past

April 24, 2019 - February 24, 2022

SUMMIT FINANCIAL CONSULTANTS, INC.

RIA

CRD#: 134192

WESTLAKE VILLAGE, CA

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

California
(3/8/2022)

IAR

District of Columbia
(3/28/2022)

IAR

Maryland
(3/8/2022)

IAR

New York
(3/8/2022)

IAR

Virginia
(3/8/2022)

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

Current Firm

MAINSTREET FINANCIAL PLANNING, INC.

CRD#: 123189 / SEC#:

California

Registered Investment Advisory firm - (8/6/2003 Approved)

District of Columbia

Registered Investment Advisory firm - (9/5/2006 Approved)

Maryland

Registered Investment Advisory firm - (11/4/2002 Approved)

Nevada

Registered Investment Advisory firm - (4/28/2023 Terminated)

New York

Registered Investment Advisory firm - (2/22/2011 Approved)

North Carolina

Registered Investment Advisory firm - (10/3/2022 Approved)

Tennessee

Registered Investment Advisory firm - (3/14/2023 Approved)

Texas

Registered Investment Advisory firm - (12/20/2021 Terminated)

Virginia

Registered Investment Advisory firm - (2/15/2007 Approved)

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).

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Contact information

Main Address

Los Gatos, CA

Mailing Address

Phone number

(888) 897-6743

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Contact information

(xxx) xxx-xxxx

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Vida M. Jatulis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vida Maria Jatulis's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAINSTREET FINANCIAL PLANNING, INC.

SUMMIT FINANCIAL CONSULTANTS, INC.

State Registrations and Notice Filings

Exams

Current Firm

MAINSTREET FINANCIAL PLANNING, INC.

Contact information

Documents

Red Flags

Company Information

MAINSTREET FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

Contact information

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