Jonathan D Mcalister

CFP

Kimery Wealth Management, LLC

13 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Kimery Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

682 clients

Average Client Portfolio

$646K average

Assets Under Management

$440.8M

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$2,500

Location

6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN, 38119

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Kimery Wealth Management, LLC

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

Legacy Wealth Management INC

August 2017 - January 2020 · 2 yrs 5 mos

Securian Financial Services, INC.

October 2012 - August 2017 · 4 yrs 10 mos

Securian Financial Services, INC.Broker

April 2012 - August 2017 · 5 yrs 4 mos

State Registrations3 states

MSTNTX

Advisor

Exams

No exam information available for this advisor.