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Jason Scott Polit

Vigilare Wealth Management LLC

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About Jason Scott Polit

Jason Scott Polit is a registered investment advisor representative with Vigilare Wealth Management LLC. Jason is a financial professional with over 20 years of experience in the industry. Jason is dedicated to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jason works to understand his clients' individual goals and objectives to develop a personalized investment strategy that is tailored to their specific needs. Jason is also a financial coach and works with professional athletes.

Firm Information

Jason Polit is currently registered with Vigilare Wealth Management LLC. Vigilare Wealth Management LLC is a registered investment advisor located in Scottsdale, Arizona. They provide financial planning, educational seminars, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They have approximately $291 million in assets under management.
Vigilare Wealth Management LLC

8585 EAST HARTFORD DRIVE

SCOTTSDALE, AZ 85255

$291.01M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Polit’s Registration & Firm History

AZ

04/11/2022 - Present

Vigilare Wealth Management LLC (SCOTTSDALE AZ)

AZ

03/31/1999 - 07/11/2011

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

MI

05/28/1998 - 10/15/1998

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

BOTH

Issued 02/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/1998

Series 7 - General Securities Representative Examination

BC

Issued 05/26/1998

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Scott Polit.
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