Jason Scott Polit

Employer firm

Vigilare Wealth Management LLC CRD 157663

$331M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → Present
  Vigilare Wealth Management
  Scottsdale, AZ

Previous Registrations

• 2007-02-28 → 2011-07-11
  Charles Schwab & Co., Inc.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-16
• S63 Uniform Securities Agent State Law Examination
  1998-06-05