Jonathan Mcalister is a CFP-designated registered investment advisor at Kimery Wealth Management, LLC, based in Memphis, TN, with 13 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 682 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kimery Wealth Management manages client assets through a bundled fee program. The firm does not specify the percentage charged for investment management.
Location
6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN, 38119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kimery Wealth Management, LLC
Previous Registrations
Legacy Wealth Management INC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations3 states
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