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Jonathan David Mcalister

Integrity Road Wealth Partners LLC

Houston, TX

Ashburn, VA

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Current Employers
Integrity Road Wealth Partners Llc

820 Gessner Road Suite 300, Houston, TX 77024 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-12
LA RA APPROVED 2025-12-05
TX RA APPROVED 2025-12-01
  • VA RA
    APPROVED
    Since 2026-01-12
  • LA RA
    APPROVED
    Since 2025-12-05
  • TX RA
    APPROVED
    Since 2025-12-01

Branch Locations

820 Gessner Road Suite 300, Houston, TX 77024 • United States

Ashburn, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Asset Planning Corporation Knoxville TN 05/2020 03/2021
Safe Home Security Houston TX 05/2019 08/2019
Denton Water Works Denton TX 06/2018 07/2018
Bicycles Plus Flower Mound TX 10/2015 04/2017
University Of North Texas Denton TX 08/2017 05/2018
Liberty University Lynchburg VA 08/2018 05/2020
Student Argyle TX 08/2010 05/2017
Plan A Wealth, Llc Lincoln NE 03/2021 11/2025
Integrity Road Wealth Partners Llc Houston TX 12/2025 Present
  • 05/2020 → 03/2021
    Asset Planning Corporation
    Knoxville, TN
  • 05/2019 → 08/2019
    Safe Home Security
    Houston, TX
  • 06/2018 → 07/2018
    Denton Water Works
    Denton, TX
  • 10/2015 → 04/2017
    Bicycles Plus
    Flower Mound, TX
  • 08/2017 → 05/2018
    University Of North Texas
    Denton, TX
  • 08/2018 → 05/2020
    Liberty University
    Lynchburg, VA
  • 08/2010 → 05/2017
    Student
    Argyle, TX
  • 03/2021 → 11/2025
    Plan A Wealth, Llc
    Lincoln, NE
  • 12/2025 → Present
    Integrity Road Wealth Partners Llc
    Houston, TX
Previous Registrations
  • 2021-03-29 → 2025-11-28
    Plan A Wealth, Llc
    Lincoln, NE
  • 2021-01-04 → 2021-03-19
    Asset Planning Corporation
    Knoxville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-21
  • S65 Uniform Investment Adviser Law Examination
    2020-12-21
Designations

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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