Jay Polson is the Chief Investment Officer of Polson Wealth Management, where he works closely with individuals, families, and business owners to help them navigate the complexities of wealth management with clarity and confidence. With more than 20 years of experience spanning investment management, financial planning, banking, and corporate finance, Jay is committed to delivering thoughtful guidance tailored to each client’s goals, values, and long-term vision.

Jay believes successful financial relationships are built on trust, communication, and a deep understanding of what matters most to each client. He takes a personalized approach to wealth management, helping clients make informed decisions through changing markets, evolving priorities, at every stage of life. By understanding each client’s objectives, expectations, and comfort with risk, Jay develops customized strategies designed to support both long-term growth and financial peace of mind.

Backed by the extensive resources of Raymond James, Jay provides access to comprehensive wealth management services, including investment management, retirement planning, corporate retirement plan consulting, estate and trust planning, charitable giving strategies, education planning, risk management, longevity planning, and sustainable investing solutions. He is dedicated to providing attentive, relationship-driven service and strives to serve as a trusted advisor for generations.

Before entering the financial services industry, Jay held positions with Deutsche Bank and Merrill Lynch in business financial services, as well as corporate finance roles with USG Corporation and Berkshire Hathaway Energy. These experiences provided him with a strong foundation in financial analysis, strategic planning, and complex financial decision-making that continues to benefit his clients today.

Jay attended Grinnell College and earned his degree in Economics from the University of Iowa. He holds the FINRA Series 6, 7, 63, and 65 licenses.