Jonathan David Mcalister
Investment adviser representative at Integrity Road Wealth Partners LLC
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$126MFirm 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
Experience
16 years in the industry.
- Integrity Road Wealth Partners LLCDec 2025 to now
- Plan A Wealth, LLCMar 2021 to Nov 2025
- Asset Planning CorporationMay 2020 to Mar 2021
- Safe Home SecurityMay 2019 to Aug 2019
- Liberty UniversityAug 2018 to May 2020
- Denton Water WorksJun 2018 to Jul 2018
- University of North TexasAug 2017 to May 2018
- Bicycles PlusOct 2015 to Apr 2017
- StudentAug 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (LA, TX, VA).
Integrity Road Wealth Partners LLC
$126MAssets managed
66Clients
3Advisers
Under 1 yearIn 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
- 7314820
- Firm CRD
- 333154