Jonathan Polson
Jonathan Polson is a registered investment advisor at Silver Oak Securities, INC., based in Greenville, SC, with 18 years of industry experience. Jonathan 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, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
33 Market Point Dr., Greenville, SC, 29607
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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 ActivitiesSells Insurance
Jonathan is an insurance agent providing life insurance and fixed annuity options, dedicating a few hours per week. He also works in outside sales for Waste Management (nearly full-time) and provides tax preparation services (minimal time).
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Fintrust Investment Advisory Services, LLC
Fintrust Brokerage Services, LLCBroker
Southern Trust Wealth Management
Mercap Securities, LLCBroker
Advantage Investment Management, LLC
LPL Financial LLCBroker
Southern Trust Wealth Management
Fortune Financial Services, INC.Broker
Seacrest Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Financial Network Investment CorporationBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
State Registrations3 states
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.