Jason PolitCRD 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 19 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Vigilare Wealth Management||Scottsdale, AZ||Jun 2011 - Current||6|
|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|
Total Assets Under Management161MILLIONS
Total Number of Accounts390ACCOUNTS
Average Account Value$411,801
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
AZ, CA, TX