Jonathan D Mcalister
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Investment Management
- Business Services
- Financial Planning
- Tax Planning
- Retirement Planning
- Education Funding
Specializations
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....
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
KIMERY WEALTH MANAGEMENT, LLC
Contact Information
Main Address
6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119Phone Number
(901) 291-5500# of Employees
10SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,738AUM (Assets Under Management)
$555,000,000Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/15/2025 | Cover Page | Report |
| 03/26/2025 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
KIMERY WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(1/22/2020)
(1/22/2020)
(1/22/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan D Mcalister's CRS (Customer Relationship Summary).
Services Offered by Jonathan
- Social Security & Medicare Planning
- Estate & Legacy Planning
- Investment Management
- Business Services
- Financial Planning
- Tax Planning
- Retirement Planning
- Education Funding
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