Jason Polit, financial advisor Scottsdale AZ
93 score

Jason Polit

CRD Number: 3050647
Current Firm: Vigilare Wealth Management LLC

Jason Polit (CRD# 3050647) is an Investment Advisor Representative working at Vigilare Wealth Management LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Vigilare Wealth Management Scottsdale, AZ Jun 2011 - Current 5
Charles Schwab Bank Phoenix, AZ Sep 2006 - Jun 2011 4
Charles Schwab & Company, Inc. Phoenix, AZ Jan 1999 - Jun 2011 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Jason S. Polit
Phone Number: (480) 636-8292
Registered State(s):
  • AZ
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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