Jonathan McAlister Email & Phone Number
Partner @ Kimery Wealth Management
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Jonathan McAlister Location
- Memphis, TN, US
Jonathan McAlister Work
- Partner @ (May 2026 - Present)
- Financial Planner @ (January 2020 - August 2026)
- Financial Planner @ Legacy Wealth Management, Inc. (Memphis, TN) (August 2017 - January 2020)
- Financial Advisor @ (May 2012 - August 2017)
Jonathan McAlister Education
- Mississippi State University
Bachelor of Business Administration - BBA (Risk Management, Insurance, and Financial Planning)
2007-2011 - St. George's Independent School 2003-2007
Jonathan McAlister Skills
- Asset Allocation
- Business Strategy
- Business Transition Planning
- Employee Benefits Consulting
- Estate Planning
- Financial Planning
- Insurance
- Investment Management
- Investments
- Life Insurance
- Marketing
- Mutual Funds
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
Jonathan McAlister Summary
- Jonathan McAlister, based in Memphis, TN, US, is currently a Partner at Kimery Wealth Management. Jonathan McAlister brings experience from previous roles at Kimery Wealth Management, Legacy Wealth Management, Inc. (Memphis, TN) and Shoemaker Financial. Jonathan McAlister holds a 2007 - 2011 Bachelor of Business Administration - BBA in Risk Management, Insurance, and Financial Planning @ Mississippi State University. With a robust skill set that includes Asset Allocation, Business Strategy, Business Transition Planning, Employee Benefits Consulting, Estate Planning and more. Jonathan McAlister has 1 emails and 3 mobile phone numbers on RocketReach.
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