| Advisor Profile |
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| Name: |
Jonathan Polson |
| Phone Number: |
(803) 708-7388 |
| Website: |
Visit Website
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Business Description |
My Clients come first in my business. We work together to develop a strategy that works best for their specific needs and goals.
It is my job to provide the best service and advice designed to meet each individual or families specific needs, goals, and ambitions.
By taking a wholistic approach to financial planning I can help my clients meet achieve their objectives which includes;
Estate Planning, Tax advantaged investing, Education Planning, Insurance Advice, and Paying off Debts.
Not only do I manage investments and expectations, but more importantly their emotions as it pertains to their investments.
I want my clients to be financially healthy and prepared for the ups and downs in life. |
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General Information |
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| Name of Broker/Dealer: |
Wells Fargo Advisors
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| States Licensed in: |
SC, GA, NC, FL
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| States Willing to do Business in: |
NY, NJ,
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| Years of Experience in Financial Services: |
5
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Businesses, Investment Clubs, 401k plan administrators, Non-Profit Organizations, Individual Investors
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Education |
| Academic Background |
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| Clemson University, |
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Services |
| Investment Types: |
Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Annuities, Insurance, Commodities, Options & Futures, Mutual Funds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®)
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| Securities Licenses: |
Series 66, Series 65, Series 63, Series 31, Series 26, Series 7
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| Insurance and Annuity Licenses: |
Variable Annuity, Long Term Care, Variable Life, Disability, Casualty, Accident, Annuity, Health, Life
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| Non-Financial Organization Memberships: |
Clemson Alumni Association, Boykin Spaniel Rescue Board
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Assets Managed by Firm: |
$60,000,000
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| Assets Managed by Advisor: |
$60,000,000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
25000
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| Compensation Methods: |
Based on Assets, Commissions, Hourly
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| Fee % Based on Assets: |
negotiable
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| Additional Details on Charges: |
I work with my clients to determine the best method of payment for their situation.
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| Prepared By: |
Jonathan Polson |
Frequently Asked Questions |
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