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Jason Edgar Polansky

JP CAPITAL MANAGEMENT, INC.·EUGENE, Oregon
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2454 WILLAMETTE STREET, EUGENE, OR 97405CRD# 4261122Firm CRD# 142109
01

About

Jason Edgar Polansky is a registered financial advisor based in EUGENE, Oregon, affiliated with JP CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JP CAPITAL MANAGEMENT, INC.
J.P. CAPITAL MANAGEMENT, INC.
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at JP CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4261122
Firm CRD# 142109
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Edgar Polansky offer?
Jason Edgar Polansky specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EUGENE, Oregon for a consultation.
What are Jason Edgar Polansky's credentials?
Jason Edgar Polansky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Edgar Polansky located?
Jason Edgar Polansky is based in EUGENE, Oregon, working with JP CAPITAL MANAGEMENT, INC.. Their office serves clients in the EUGENE metropolitan area and surrounding communities.
How does Jason Edgar Polansky charge for services?
Jason Edgar Polansky's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JP CAPITAL MANAGEMENT, INC.?
JP CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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