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RIA / WealthAdvisorCertified Financial Planner18 years in industry

JARED REINSTEIN

Advisor at PLANVISION, LLC

Ballston Lake, NY | FUQUAY-VARINA, NC

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Search this name across graphsid dfx:ria:cea422c7-e4f2-f3e9-ddf3-1487afba52fe

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 1, 2012 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PLANVISION, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 12, 2008
First registration: Aug 1, 2012
Dual registered: no
Other names: JARED MATTHEW REINSTEIN
IAPD individual key: 5411470

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PLANVISION, LLC	No RAUM reported	May 8, 2024	n/a	yes	Ballston Lake, NY\|FUQUAY-VARINA, NC	Current employment
BERKSHIRE MONEY MANAGEMENT, INC.	Independent wealth	May 21, 2021	Apr 11, 2024	no	DALTON, MA\|BALLSTON LAKE, NY	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Sep 10, 2019	Apr 26, 2021	no	AMSTERDAM, NY\|JOHNSTOWN, NY\|ALBANY, NY\|CLIFTON PARK, NY\|CLIFTON PARK, NY	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 11, 2013	Mar 22, 2019	no	ALBANY, NY\|GLENMONT, NY\|Guilderland, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 1, 2012	Jun 11, 2013	no	SARATOGA SPRINGS, NY\|ALBANY, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BERKSHIRE MONEY MANAGEMENT, INC.	PLANVISION, LLC	Apr 11, 2024	May 8, 2024	27	Firm change	Other
CITIZENS SECURITIES, INC.	BERKSHIRE MONEY MANAGEMENT, INC.	Apr 26, 2021	May 21, 2021	25	Firm change	Ibd to RIA
LPL FINANCIAL LLC	CITIZENS SECURITIES, INC.	Mar 22, 2019	Sep 10, 2019	172	Firm change	RIA to ibd
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Jun 11, 2013	Jun 11, 2013	0	Firm change	Other

Relationships

Registered with (5)

→ PLANVISION, LLCRegistered adviserregistration: current employment
May 8, 2024 to presentfactForm ADV
→ BERKSHIRE MONEY MANAGEMENT, INC.Registered adviserregistration: previous registration
May 21, 2021 to Apr 11, 2024factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Sep 10, 2019 to Apr 26, 2021factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 11, 2013 to Mar 22, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 1, 2012 to Jun 11, 2013factForm ADV

Dated events

Occurred
Apr 11, 2024
Advisor changed firm
Jared Reinstein left Berkshire Money Management, Inc. for Planvision, Llc (registered 2024-05-08)
Form ADVobserved 4 days ago