Jonathan Dockery, financial advisor Maryville TN
88 score

Jonathan Dockery

CRD Number: 6416799
Current Firm: Leconte Wealth Management, LLC

Jonathan Dockery (CRD# 6416799) is an Investment Advisor Representative working at Leconte Wealth Management, LLC in Maryville, TN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Leconte Wealth Management, LLC Maryville, TN Nov 2014 - Current 2
Ingram, Overholt & Bean Alcoa, TN Nov 2008 - Current 8
Faulkner, Mackie & Cochran Nashville, TN Jan 2005 - Nov 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Jonathan K. Dockery
Phone Number: (865) 379-8200
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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