Jonathan
Polson
Southern Trust Wealth Management
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About this Advisor
Jonathan Polson is a financial advisor at Southern Trust Wealth Management, a financial advisor firm based in Greenville, South Carolina. After working with several major financial companies, Polson realized that his clients options were limited to those offered by his employers. Seeing this limitation, and in order to better serve his clients, he set out as an independent advisor. Polson has 10 years of experience, and holds several securities-related licenses, including Series 7, Series 26, Series 31 and Series 66 licenses. Polson primarily serves clients in Greenville and Columbia, North Carolina, and offers a wide range of financial advisory services. He specializes in retirement planning and recently began offering tax planning after partnering with a CPA firm. He is a fee-based advisor who charges his clients a 1% - 2% fee based on their assets under management. In addition to his advisory services, Polson sells insurance products, acts as a registered representative of a broker-dealer and offers accounting services. He serves all types of clients and does not require his clients to have a minimum amount of assets to open or maintain an account. Polson says that the most common mistake he sees investors making is not saving enough. He strives to maximize long-term gains by minimizing downsides, and he manages risk in his clients portfolios through hedging and dividend securities. Polson says he communicates with his clients as frequently as they'd like.
Certifications and Registrations
Services Offered
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Advisor Certifications and Licenses
Series 7
Series 66
Series 26
Series 31
Investment Advisory Services
- Retirement planning
Jonathan Polson Work History
Southern Trust Wealth Management
Wells Fargo Advisors
Suntrust Investment Services
Morgan Stanley & Co.
Disclosures
Please visit the SEC profile of Jonathan Polson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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