AdvisorOS Directory
Claim Profile
Unclaimed Profile
JP

Jason Edgar Polansky

JP CAPITAL MANAGEMENT, INC.·EUGENE, Oregon
Series 7, Series 66Clean record23 years registeredJP CAPITAL MANAGEMENT, INC.
2454 WILLAMETTE STREET, EUGENE, OR 97405CRD# 4261122Firm CRD# 142109

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Edgar Polansky · EUGENE, OR
Registration
CRD #4261122 · JP CAPITAL MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

J.P. CAPITAL MANAGEMENT, INC.
Nov 2006 – present
KMS FINANCIAL SERVICES, INC
Sep 2002 – Dec 2006
EUGENE, OR
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · September 13, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JP CAPITAL MANAGEMENT, INC.
CRD 142109 · SEC 801-71285
AUM
$43M
Regulatory assets under management
Employees
1
221 client accounts
Services offered by JP CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JP CAPITAL MANAGEMENT, INC. →
Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in EUGENE?

Browse all registered financial advisors in EUGENE, Oregon or claim this profile if it's yours.

Browse EUGENE AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in EUGENE, Oregon

Andrew Glenn College
ROEHL & YI INVESTMENT ADVISORS, LLC·EUGENE, OR
Scott Leland Pope
SUSTAINABLE WEALTH MANAGEMENT LLC·EUGENE, OR
Jonathan Dale Riddle
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC·EUGENE, OR
Sarah Ryan Mellgren
ROEHL & YI INVESTMENT ADVISORS, LLC·EUGENE, OR
CFP
Alan Ray Rexius
SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC·EUGENE, OR
Jesse Carl Coffee
INTEGRITY WEALTH LLC·EUGENE, OR
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)GRANTS PASS (8)JACKSONVILLE (8)WEST LINN (8)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile