Jay Polson is a registered investment advisor at Raymond James & Associates, INC., based in Clive, IA, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
13137 University Ave, Clive, IA, 50325
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jay's wife is a member of Lozier Lake Cottage LLC and stands to inherit a portion of the property. Jay spends minimal time on this business activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Visionpoint Advisory Group
LPL Financial LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations24 states
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