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Jonathan Polson

Jonathan
Polson

Southern Trust Wealth Management

CRD#5280057
Investment Advisor
in Greenville, SC

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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

Series 7, Series 26, Series 31, Series 66

Years of Experience

10

Services Offered

Retirement Planning

Fee Structure

Varies

Fiduciary

Yes

Disclosures

0

Office Location

330 E. Coffee Street
Greenville, SC

Phone Number

203-779-5111

Advisor Certifications and Licenses

Series 7

Series 26

Series 31

Series 66

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Investment Advisory Services

  • Retirement planning

Jonathan Polson Work History

Jonathan has 10 years of experience.

2011 - Present (7 years)

Southern Trust Wealth Management

2009 - 2011 (2 years)

Wells Fargo Advisors

2008 - 2009 (1 year)

Suntrust Investment Services

2007 - 2008 (1 year)

Morgan Stanley & Co.

Disclosures

Jonathan has no disclosures.

Please visit his SEC profile for more details.

This content was compiled from the SEC and FINRA.

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