Jason Polansky has been President & Chief Compliance Officer of J.P. Capital Management since September 2006, is a control person of the firm and directly owns 75% or more of it.
J.P. Capital Management, Inc. is an Eugene, OR firm with $167M under management, 43 clients and 1 adviser in one office, as of its June 2026 filing.
Jason Polansky’s longest registration is the current one, 19 years at J.P. Capital Management since 2006. Before joining J.P. Capital Management in 2006, Jason Polansky was registered through KMS Financial Services, Inc.
- – present · 19 yearsEugene, OR · Adviser representative · Firm CRD 142109
- KMS Financial Services, Inc– · 4 yearsEugene, OR · Adviser representative · Firm CRD 3866
Investment adviser representative registrations
Jason Polansky is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2006; the most recent is Texas, in June 2010.
- OregonSince 21 November 2006
- TexasResidentSince 11 June 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 September 2000 |
| Series 7 | General Securities Representative Examination | 19 September 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Edgar Polansky
- CRD
- 4261122
- Firm
- J.P. Capital Management · CRD 142109
- Role
- President & Chief Compliance Officer
- Office
- 4990 HUNTERS GLEN DR, Eugene, OR 97405
- Registration
- Investment adviser registration
- In the industry since
- September 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Polansky work?
Jason Polansky has been President & Chief Compliance Officer of J.P. Capital Management, Inc. since September 2006, and is a control person of the firm.
Is Jason Polansky a financial advisor?
Yes. Jason Polansky has a current investment-adviser registration in Oregon and Texas, through J.P. Capital Management since November 2006.
How many years of experience does Jason Polansky have?
Jason Polansky has 24 years in the financial industry, since September 2002, across 2 adviser firms.
What exams has Jason Polansky passed?
Jason Polansky has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2000.
Where is Jason Polansky based?
Jason Polansky’s registered office is in Eugene, OR.
Is Jason Polansky registered with FINRA?
No. Jason Polansky has no current broker registration.
How can I verify Jason Polansky’s record?
Search CRD 4261122 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Polansky’s full registration record.