JP
Jason S. Polit
VIGILARE WEALTH MANAGEMENT LLC
SCOTTSDALE, AZ 85255
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CRD#: 3050647
JP
Professional summary
Jason Scott Polit is a registered financial advisor currently at VIGILARE WEALTH MANAGEMENT LLC located in Scottsdale, Arizona.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jason has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 52 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
ATHLETE SOCIETY LLC, IS A PROFESSIONAL SERVICES COMPANY FOCUSING ON THE FINANCIAL NEEDS OF PROFESSIONAL ATHLETES. ATHLETE SOCIETY, LLC DOES NOT PROVIDE ADVICE OR GUIDANCE ON INVESTMENTS OR SECURITIES. SERVICES INCLUDE FINANCIAL COACHING, BUDGETING, HOUSING, CASH MANAGEMENT, INCOME AND EXPENSE FORECASTING, GUIDANCE ON CREDIT CREATION AND MANAGEMENT, CHARITABLE GIVING, AND FINANCIAL RISK ANALYSIS. ESTABLISHED 01/2015. 3665 MAFFEO RD, SCOTTSDALE, AZ 85255. ATHLETE SOCIETY, LLC IS WHOLLY OWNED BY THE MANAGING MEMBERS OF VIGILARE WEALTH MANAGEMENT, LLC; ZELJKO JAG ZDRALE AND JASON SCOTT POLIT. 50 HOURS DEVOTED TO ATHLETE SOCIETY LLC PER MONTH BEFORE AND AFTER SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Scott Polit's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 20, 2011 - Present
VIGILARE WEALTH MANAGEMENT LLC
Office #1: 8585 East Hartford Drive Suite 104, Scottsdale, AZ 85255RIA
CRD#: 157663
SCOTTSDALE, AZ
Past
February 28, 2007 - July 11, 2011
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
PHOENIX, AZ
Past
March 31, 1999 - July 11, 2011
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
PHOENIX, AZ
Past
May 28, 1998 - October 15, 1998
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VW
VIGILARE WEALTH MANAGEMENT LLC
VIGILARE WEALTH MANAGEMENT | VIGILARE WEALTH MANAGEMENT LLC
CRD#: 157663 / SEC#: 801-72385
RIA
Registered Investment Advisory firm - (6/7/2011 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(6/27/2011)
IAR
California(6/20/2011)
IAR
Texas(4/11/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VW
VIGILARE WEALTH MANAGEMENT LLC
VIGILARE WEALTH MANAGEMENT | VIGILARE WEALTH MANAGEMENT LLC
CRD#: 157663 / SEC#: 801-72385
RIA
Registered Investment Advisory firm - (6/7/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8585 East Hartford Drive Suite 113, Scottsdale, AZ 85255
Mailing Address
Phone number
(480) 636-8292
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 448 |
| AUM (Assets Under Management) | $ 315,246,629 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/17/2025 | ||
| 05/22/2024 | ||
| 09/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
