JonathanPolson- Financial Advisor Greenville, SC

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About Jonathan Polson

See Disclosures

General Information

Firm Start Year

1923

CRD#

5280057

Firm CRD#

46947

Insurance License#

469113

Name of Broker/Dealer

Silveroak Securities LLC

Name of Custodial Firm

Schwab, TD Ameritrade, Fidelity

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Businesses, Individual Investors

Advisory Services Provided

Legal Advice and Services, Financial Planning for Individuals, Investment Advice & Management, Financial Planning, Wealth Management

Firm Information

Advisor's Number of Clients

Compensation and Fees

Compensation Methods

Flat Fee, Hourly, Based on Assets

Education

B.A with minor in finance -

Clemson university
-

MBA -

LSU
-

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886574/paladinregistry-Southern-Trust-Wealth-Management-detailed-disclosure.html

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Paladin Research Report For:

Jonathan Polson

Southern Trust Wealth Management