Jonathan McAlister

Memphis, TN

Verified Identity

Financial Planner at

Kimery Wealth Management

Years of Experience

13 years

Member Since

2023

Clientele

Retirees

Business Owners

Doctors

Corporate Executives

Divorcees

Partners at Law Firms

Attorneys & Paralegals

Wealthy Families

Inheritors

Ultra High Net Worth Individuals

Surviving Spouses

High Net Worth Individuals

Professional Athletes

Real Estate Developers

Single Mothers

Businesswomen

Tech Sales

Nurses

Services Provided

Financial Planning

Investment Management

Business Retirement Solutions

Tax Planning

Specialties and Expertise

High Net Worth Planning

Ultra High Net Worth Planning

Cash Flow Analysis

Tax Minimization Inv...

Retirement Income

Portfolio Construction

Business Ownership Strategies

Alternative Investments

Succession Planning

Trust Services

Endowments & Charities

Philanthropic Planning and Giving

Sports and Entertainment

Credentials and Designations

Certified Financial Planner™

Click to learn more

Pricing Models

Flat FeeAUM

Education

Mississippi State University - Starkville and Mississippi State

Bachelor of Business Administration Majoring in Risk Management, Insurance and Financial Planning

Obtained in 2011

Disclosures and Proof of License

SEC Profile

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