Jonathan Keith Dockery

Employer firm

Leconte Wealth Management, LLC CRD 168539

$347M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• TAX PLANNING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → Present
  Leconte Wealth Management, Llc
  Maryville, TN
• 01/2019 → Present
  Leconte Wealth Management, Llc
  Maryville, TN

Other Businesses

Jonathan Dockery is a certified public accountant ("CPA") with Jonathan K. Dockery, CPA, PLLC, a certified public accounting firm, and is also principal of Jonathan K. Dockery, CPA, PLLC. Jonathan Dockery may provide accounting and/or tax preparation services to advisory clients independent of LeConte Wealth Management, LLC. Although LeConte Wealth Management, LLC does not receive referral fees from Jonathan K. Dockery, CPA, PLLC, Jonathan Dockery is entitled to receive compensation relative to his employment with Jonathan K. Dockery, CPA, PLLC. Jonathan Dockery devotes 15% of his professional time to his accounting practice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-02

Other Names

• Jon Dockery