National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Jonathan McAlister, CFP®

Kimery Wealth Management

6410 Poplar Avenue, Suite 100

Memphis, TN 38119
(901) 2915507

Plan. Preserve. Prosper.

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

CRD#

5775445

Firm CRD#

288229

Name of Custodial Firm

TD Ameritrade

Years of Experience in Financial Services

10

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Financial Planner (CFP

Securities Licenses

Series 66

Financial Organization Memberships

Paladin Registry

Firm Information

Assets Managed by Firm

$186,000,000

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

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.

Education

Bachelor of Business Administration - Risk Management, Insurance and Financial Planning

Mississippi State University
08/2007 - 12/2011

Disclosures

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

Disclaimer

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