Jay Polson
Polson Wealth Management · Des Moines, Iowa
Jay Polson is a fee-only financial advisor at Polson Wealth Management in Des Moines, Iowa. Jay focuses on retirement planning and sustainable & impact investing. Polson Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
Facts
| Firm | Polson Wealth Management |
|---|---|
| Based in | Des Moines, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $139.2M across 400 accounts |
| SEC registration | Investment adviser representative in IA, TX · CRD 4700087 |
| Exams passed | Series 63 (2003) · Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.polsonwealth.com |
| Profile |
How Jay's firm compares
- Polson Wealth Management's average account is about $348,000, from its Form ADV (assets managed divided by 400 accounts).
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Questions about Jay
Is Jay Polson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jay holds no broker registration, and Polson Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jay charge for financial advice?
Jay's firm, Polson Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jay Polson based?
Jay Polson is based in Des Moines, Iowa.
What does Jay specialize in?
Jay's specialties include retirement planning and sustainable & impact investing. Jay works with retirees and founders.
Is Jay Polson registered with the SEC?
Yes. Jay Polson is registered as an investment adviser representative in IA and TX (CRD 4700087), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Polson Wealth Management manage?
Polson Wealth Management reports $139.2M across 400 accounts in assets under management.
How do I contact Jay Polson?
Through Jay's website, www.polsonwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Polson Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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