Jason Polansky is a CFA-designated registered investment advisor at J.P. Capital Management, INC., based in Eugene, OR, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 43 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $1.0M | 0.50% |
| $1M+ | 0.50% |
Schedule represents Traditional Balanced Accounts. Other strategies include Allocation Accounts at 0.50% flat and Trading Long-Only Accounts at 1.50% flat. Trading accounts charge a 16% to 20% performance fee on new net profits for qualified clients.
Fee Estimator
Location
4990 Hunters Glen Dr, Eugene, OR, 97405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
J.P. Capital Management, INC.
Previous Registrations
Kms Financial Services, INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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