Jonathan Polson

Southern Trust Wealth Management

33 Market Point Dr

Greenville, SC 29607

864-326-0701

About Southern Trust Wealth Management

Southern Trust Wealth Managment is committed to helping you pursue your long-term financial goals. We can help you answer the questions you may have about your financial future, such as: Will I be able to retire early?

How much money will I need in order to retire?

How can I get the most out of my 401(k)?

Should I have a traditional IRA or a Roth IRA?

How can I position my investments for higher potential returns while reducing risk?

Do I need disability income insurance? Long-term care insurance?

How can I ensure that my children receive as much as possible from my estate?

What do I need to know about wills, trusts, and probate?

Am I making the right decisions to minimize my taxes?

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

Services

Can meet clients in the following ways

Email, Phone, Your Home, Video Conference

Firm Information

Advisor's Number of Clients

134

Compensation and Fees

Compensation Methods

Flat Fee, Hourly, Based on Assets

Education

B.A with minor in finance -

Clemson university
-

MBA -

LSU
-

Disclosures

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

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

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.