wiseradvisor

Jonathan McAlister, CFP®
Kimery Wealth Management

Tel: (901) 291-5507
6410 Poplar Avenue, Suite 100
Memphis, TN 38119

Plan. Preserve. Prosper.

Kimery Wealth Management | Financial Advisor in Memphis ,TN

About Kimery Wealth Management

Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups and nonprofits.

We create highly personalized financial strategies that are designed to preserve and grow your wealth conservatively over time. We deliver comprehensive insights and relevant expertise as we provide sophisticated investment strategies that match your most intricate goals and needs.


General Information

Firm Start Year:   1997
No.of Employees:   5-9
Name of Custodial Firm:   TD Ameritrade
Number of Years with Current Firm:   1
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses


Services

Investment Types:   Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Stocks, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At my office, At your home, Video Conference, Via email, At your office


Qualifications & Memberships

Financial Organization Memberships:   Paladin Registry


Firm Information

Assets Managed by Firm:   $186,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Flat Fee, Based on Assets
Additional Details on Charges:   As a fee only financial planner, I do not sell products or take commissions. The only parties that pay me are my clients which truly aligns our interest with no hidden agenda to suggest one solution over another. As a sworn fiduciary, I legally put my clients' interest ahead of my own.


Board Positions

Organization:  Community Foundation of Greater Memphis  Memphis, TN
Position :  A-Team for Give365

Education

Bachelor of Business Administration - Risk Management, Insurance and Financial Planning  Mississippi State University - Starkville, MS
08/2007- 12/2011




Disclaimer

https://www.kimerywealth.com/disclosures/

Jonathan McAlister, CFP®

Jonathan McAlister, CFP®

Certified Financial Planner (CFP

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. Prior to joining Kimery Wealth Management in 2020, Jonathan spent 2 ½ years at Legacy Wealth Management and nearly 6 years at Shoemaker Financial, where was a member of the firm's Field Council. Additionally, while at Shoemaker Financial, he served as a mentor and trainer for new advisors as well as a financial planner. 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.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 12:00 PM

Communities Served

Arlington Atoka
Byhalia Collierville
Cordova Eads
Gallaway Germantown
Hernando Horn Lake
Lake Cormorant Marion
Memphis Millington
Mount Pleasant Nesbit
Oakland Olive Branch
Proctor Red Banks
Rossville Southaven
Walls West Memphis
United States

Social Networks

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