Jonathan D. Mcalister
KIMERY WEALTH MANAGEMENT
Memphis, TN 38119
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CRD#: 5775445
Professional summary
Jonathan D Mcalister, CFP® is a registered financial advisor currently at KIMERY WEALTH MANAGEMENT, LLC located in Memphis, Tennessee.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jonathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a financial planner, Jonathan brings nearly a decade of experience serving individuals, families, businesses and foundations to help them successfully create, grow and preserve wealth through custom-made investment portfolios and tailored wealth planning strategies.
Jonathan received his B.B.A with a major in risk management, insurance, and financial planning from Mississippi State University. While an active student, he bought, grew and successfully exited a small consumer goods business in Starkville, MS during the financial crises. He remains active in the Mississippi State community having previously served as vice president, president and chairman of Mississippi State University’s Memphis Maroon Club. In 2013, he received the Outstanding Young Alumnus award for his work with the Memphis Maroon Club. He is a regular speaker at Mississippi State University College of Veterinary Medicine and has spoken at multiple other colleges and national conferences on financial planning and investment management. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and practices as a fee-only fiduciary. Jonathan also works with the Community Foundation of Greater Memphis serving as a member of their Advisory Team for GiVE 365.
He and his wife, Shellye, are native Memphians and live in Germantown with their daughter, Elouise, and goldendoodle, Maui. When he is not working with clients, he enjoys college football, providing pro-bono financial planning services for families affected by cancer, traveling and spending time with his family.
Question & Answer
What are your service offerings?
Social Security Planning
Inheritance
Investment Planning
Small Business Planning
Life Transitions
Employee and Employer Plan Ben...
Tax Planning
Divorce Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Income Management
Education Planning
Business Succession Planning
Retirement Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan D Mcalister's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
January 22, 2020 - Present
KIMERY WEALTH MANAGEMENT, LLC
Office #1: 6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119RIA
CRD#: 288229
Memphis, TN
Past
August 18, 2017 - January 22, 2020
LEGACY WEALTH MANAGEMENT INC
RIA
CRD#: 108619
MEMPHIS, TN
Past
October 1, 2012 - August 17, 2017
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
GERMANTOWN, TN
Past
April 27, 2012 - August 17, 2017
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
GERMANTOWN, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KIMERY WEALTH MANAGEMENT, LLC
KIMERY WEALTH MANAGEMENT, LLC
CRD#: 288229 / SEC#: 801-110623
RIA
Registered Investment Advisory firm - (6/16/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Mississippi(1/22/2020)
IAR
Tennessee(1/22/2020)
IAR
Texas(1/22/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KIMERY WEALTH MANAGEMENT, LLC
KIMERY WEALTH MANAGEMENT, LLC
CRD#: 288229 / SEC#: 801-110623
RIA
Registered Investment Advisory firm - (6/16/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119
Mailing Address
Phone number
(901) 291-5500
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,356 |
| AUM (Assets Under Management) | $ 440,800,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/26/2025 | ||
| 01/30/2023 |
Red Flags
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Company Information
KIMERY WEALTH MANAGEMENT, LLC
CRD#: 288229Memphis, TN 38119TRUST BUT VERIFY
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