CFP

    Jonathan McAlister

    Financial Planner

    Kimery Wealth Management
    Memphis, Tennessee13 years experienceNo minimum minimum

    Areas of focus

    Financial PlanningInvestment ManagementTax PlanningCash Flow AnalysisPortfolio ConstructionAlternative InvestmentsSuccession Planning

    Credentials & background

    Designations

    CFP

    Licenses

    Series 66SIESeries 7

    Education

    Bachelor of Business Administration Majoring in Risk Management, Insurance and Financial Planning Mississippi State University - Starkville and Mississippi State (2011)

    Clients served

    RetireesBusiness OwnersDoctorsCorporate ExecutivesDivorceesPartners at Law FirmsAttorneys & ParalegalsWealthy FamiliesInheritorsUltra High Net Worth IndividualsSurviving SpousesHigh Net Worth IndividualsProfessional AthletesReal Estate DevelopersSingle MothersBusinesswomenTech SalesNurses

    Registered in

    Mississippi, Tennessee, Texas

    The firm

    Kimery Wealth Management