Advisor at J.P. Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
J.P. Capital Management, Inc.
Location
Eugene, OR 97405
Credentials
CFA®, Series 66
Industry experience
23 years
Jason Polansky is a CFA® charterholder with 23 years of industry experience. He has been the sole advisor at J.P. Capital Management, Inc., an independent firm based in Eugene, Oregon, since 2006. J.P. Capital Management is a fee-only registered investment adviser that provides portfolio management and financial consulting to individuals, businesses, trusts, and estates. The firm offers both broadly diversified portfolios and focused trading strategies using a variety of instruments, including equities, ETFs, options, and bonds, and features performance-based fee arrangements for its Trading Account program.
Based on J.P. Capital Management, Inc.
Fixed fees for stand-alone financial consulting and general wealth management services ranging from $100,000 to $200,000 per year or more, depending on scope.
$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
Hourly fees may be charged for stand-alone financial consulting services as agreed with client.
Performance-based fees ranging from 16% to 20% of new net profits annually for Trading Accounts offered only to qualified clients.
Fee-only: Fee-only investment advisory firm; does not accept commissions, finder’s fees, referral fees, or any other outside compensation.
4990 Hunters Glen Dr
Eugene, OR 97405
Oregon · Texas
JP Capital Management, Inc.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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