Jay Carl Polson
Investment adviser representative at Polson Wealth Management
10 yearsExperience
1 stateRegistered in
$139.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Polson Wealth ManagementJul 2026 to now
- Raymond James & Associates, Inc.Aug 2016 to Jul 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IA).
Polson Wealth Management
Legal name: Attune Wealth Management LLC
$139.2MAssets managed
125Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4700087
- Firm CRD
- 342568