Jonathan Polson is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and 18 years of industry experience. He has worked at Silver Oak Securities since 2015 and is also employed in outside sales at Waste Management since 2017. Additionally, he provides life insurance and fixed annuity options through Southern Trust Wealth Management and offers tax preparation services with Southern Trust Tax Preparation and Planning. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm provides individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis tailored to client objectives and risk tolerances.