Jonathan McAlister (CRD# 5775445) is an Investment Advisor Representative working at Kimery Wealth Management, LLC in Memphis, TN and has over 11 years of experience in the finance industry. Jonathan McAlister has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1838017
Raymond James & Associates, Inc.
CRD# 4125836
Pacific Global Investment Management Co
CRD# 4374336
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kimery Wealth Management. LLC | Memphis, TN | Jan 2020 - Current | 4 |
| Legacy Wealth Management | Memphis, TN | Aug 2017 - Jan 2020 | 2 |
| Minnesota Life Insurance Company | St Paul, MN | Apr 2012 - Jan 2020 | 7 |
| Shoemaker Financial | Germantown, TN | Apr 2012 - Jan 2020 | 7 |
| Secruian Financial Services In | Germantown, TN | Apr 2012 - Aug 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2012 |
- MS
- TN
- TX
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Total Assets Under Management329MILLIONS
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Total Number of Accounts1,468ACCOUNTS
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Average Account Value$224,114
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, CA, FL, GA, LA, MS, NC, NY, OH, TN, TX
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