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Jonathan McAlister | Financial Advisor

Profile img for Jonathan McAlister, financial advisor at Kimery Wealth Management
Memphis, TN
Jonathan McAlister
Financial Advisor
Financial Planner at
Kimery Wealth Management

Verified Identity

Important Disclosures

Specialties and Expertise

13
High Net Worth Planning
Ultra High Net Worth Planning
Cash Flow Analysis
Tax Minimization Investment Strategies
Retirement Income
Portfolio Construction
Business Ownership Strategies
Alternative Investments
Succession Planning
Trust Services
Endowments & Charities
Philanthropic Planning and Giving
Sports and Entertainment

Clientele

18
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

Credentials and Designations

1
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Certified Financial Planner™

Education

1
Mississippi State University - Starkville and Mississippi StateBachelor of Business Administration Majoring in Risk Management, Insurance and Financial PlanningYear Obtained: 2011
Quick Facts About Jonathan
Years of Experience:13 yearsMember since:2023

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Business Retirement Solutions

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Tax Planning

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Pricing Models

Flat Fee
AUM

Proof of License

SEC Profile
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Memphis, TN
Jonathan McAlister
Financial Advisor
Financial Planner at
Kimery Wealth Management
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