(803) 348-7795
Experience:
13 years in Financial Planning MBA
Introducing Jonathan Polson
Jonathan is a Portfolio Manager and Financial Advisor with over 13 years experience in Trust, IRA's, Retirement Planning and insurance. He works closely with his team to create a plan that uniquely fits the needs and goals of his client's.
After working with several major financial companies he realized that his clients’ options were limited. Seeing this limitation, and in order to better serve his client's he decided to become an independent advisor. He specializes in retirement income, college, insurance, tax and estate planning.
Jonathan has made appearances on various media outlets including Mad Money on CNBC, Money Magazine, and USA Today. Jonathan's professional credentials include FINRA series 7, 66, and 26 securities licenses, South Carolina and North Carolina State Life, Health/Accident Annuities licenses.
After growing up in Columbia, SC Jonathan attended and was graduated from Clemson University where he received his Bachelors of Arts degree. Jonathan is also a graduate of LSUs MBA Program with a specialization in Finance. He formerly served Presbyterian College in their Planned Giving and Endowment department. Jonathan currently serves on the board of the College of Arts, Architecture and Humanities Advancement at Clemson University.