Jay Carl Polson

Employer firm

Polson Wealth Management CRD 342568

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2026
  Raymond James & Associates, Inc.
  Des Moines, IA
• 07/2026 → Present
  Polson Wealth Management
  Des Moines, IA

Previous Registrations

• 2016-08-01 → 2026-07-02
  Raymond James & Associates, Inc.
  Clive, IA
  Des Moines, IA
• 2013-10-09 → 2016-08-02
  Balefire, Llc
  Dallas, TX
• 2012-10-17 → 2013-10-01
  Securian Financial Services, Inc.
  West Des Moines, IA

Other Businesses

(1)Name of Business: Lozier Lake Cottage LLC Address: 20 37th Street , Des Moines, IA, 50312, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 10/23/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife is a member of the LLC. She stands to inherit a portion of the property when her second parent passes away.

Exams

• S66 Uniform Combined State Law Examination
  2012-09-20
• S63 Uniform Securities Agent State Law Examination
  2003-10-16

Other Names

• Jay Polson