Jay Polson is a registered investment advisor at Polson Wealth Management, based in Des Moines, IA, with 14 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees can reach up to 1.50% annually and are negotiable based on the size and nature of the relationship.
Fee Estimator
Location
Des Moines, IA
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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.
Learn about disclosures →Other Business Activities
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
Polson Wealth Management
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Visionpoint Advisory Group
LPL Financial LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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