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

Individual Investors, Businesses, Businesses

Advisory Services Provided

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

Services

Can meet clients in the following ways

Email, Phone, Video Conference, Your Home

Firm Information

Advisor's Number of Clients

134

Compensation and Fees

Compensation Methods

Based on Assets, Flat Fee, Hourly

Education

B.A with minor in finance -

Clemson university
-

MBA -

LSU
-

Disclosures

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

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