Jordan Alan Vlastuin
Investment adviser representative at Make the Memory Financial Planning
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Magellan FederalSep 2024 to now
- Make the Memory Financial PlanningJun 2024 to now
- Self EmployedOct 2023 to Jul 2024
- Magellan FederalAug 2023 to Mar 2024
- Zeiders EnterprisesMar 2022 to Aug 2023
- UnemployedJan 2022 to Mar 2022
- Facet WealthOct 2020 to Jan 2022
- Zeiders EnterprisesJul 2017 to Oct 2021
- Heritage Wealth Architects, LLCJun 2014 to Apr 2017
- Heritage Wealth ManagementJun 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Make the Memory Financial Planning
Legal name: Make the Memory Financial Planning, LLC
$8.8MAssets managed
38Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6211057
- Firm CRD
- 331666