Unclaimed Profile

Jason Scott Polit

VIGILARE WEALTH MANAGEMENT LLC·SCOTTSDALE, Arizona

Series 7, Series 52, Series 63, Series 66Clean record19 years registeredVIGILARE WEALTH MANAGEMENT LLC

8585 EAST HARTFORD DRIVE, SCOTTSDALE, AZ 85255CRD# 3050647Firm CRD# 157663

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Scott Polit · SCOTTSDALE, AZ

Registration

CRD #3050647 · VIGILARE WEALTH MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

VIGILARE WEALTH MANAGEMENT LLC

Jun 2011 – present

CHARLES SCHWAB & CO., INC.

Feb 2007 – Jul 2011

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 52

Series 63

Series 66

Registration record

First registered · February 28, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VIGILARE WEALTH MANAGEMENT LLC

CRD 157663 · SEC 801-72385

AUM

$291M

Regulatory assets under management

Employees

418 client accounts

Services offered by VIGILARE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VIGILARE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jason Scott Polit offer?

Jason Scott Polit specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Jason Scott Polit's credentials?

Jason Scott Polit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Scott Polit located?

Jason Scott Polit is based in SCOTTSDALE, Arizona, working with VIGILARE WEALTH MANAGEMENT LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Jason Scott Polit charge for services?

Jason Scott Polit's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VIGILARE WEALTH MANAGEMENT LLC?

VIGILARE WEALTH MANAGEMENT LLC has approximately 5 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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