Jonathan D Mcalister
Investment adviser representative at Kimery Wealth Management, LLC
14 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$555MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Kimery Wealth Management, LLCJan 2020 to now
- Legacy Wealth ManagementAug 2017 to Jan 2020
- Minnesota Life Insurance CompanyApr 2012 to Jan 2020
- Shoemaker FinancialApr 2012 to Jan 2020
- Secruian Financial Services InApr 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (MS, TN, TX).
Kimery Wealth Management, LLC
$555MAssets managed
471Clients
6Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5775445
- Firm CRD
- 288229