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Jonathan D Mcalister

Kimery Wealth Management, LLC

Memphis, TN

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Current Employers
Kimery Wealth Management, Llc

6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2023-11-10
TN RA APPROVED 2020-01-22
TX RA APPROVED 2020-01-22
  • MS RA
    APPROVED
    Since 2023-11-10
  • TN RA
    APPROVED
    Since 2020-01-22
  • TX RA
    APPROVED
    Since 2020-01-22

Branch Locations

6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119 • 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
Secruian Financial Services In Germantown TN 04/2012 08/2017
Minnesota Life Insurance Company St Paul MN 04/2012 01/2020
Shoemaker Financial Germantown TN 04/2012 01/2020
Legacy Wealth Management Memphis TN 08/2017 01/2020
Kimery Wealth Management. Llc Memphis TN 01/2020 Present
  • 04/2012 → 08/2017
    Secruian Financial Services In
    Germantown, TN
  • 04/2012 → 01/2020
    Minnesota Life Insurance Company
    St Paul, MN
  • 04/2012 → 01/2020
    Shoemaker Financial
    Germantown, TN
  • 08/2017 → 01/2020
    Legacy Wealth Management
    Memphis, TN
  • 01/2020 → Present
    Kimery Wealth Management. Llc
    Memphis, TN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-26
  • S66 Uniform Combined State Law Examination
    2012-09-26
Designations

View on SEC IAPD

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RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
RAYMOND JAMES & ASSOCIATES, INC. · MEMPHIS, TN
NEWSOUTH CAPITAL MANAGEMENT INC · MEMPHIS, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Memphis, TN
PRIVATE ADVISOR GROUP, LLC · Memphis, TN
LPL FINANCIAL LLC · MEMPHIS, TN
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