Jonathan D McAlister
Partner/Financial AdvisorKimery Wealth Management, LLCCRD 5775445
About Jonathan D McAlister
Jonathan D McAlister is listed as Partner/Financial Advisor at Kimery Wealth Management, LLC in Memphis, TN. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Kimery Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jonathan D McAlister work?
Jonathan D McAlister is listed as Partner/Financial Advisor at Kimery Wealth Management, LLC on SEC Form ADV.
How much of Kimery Wealth Management, LLC does Jonathan D McAlister own?
Form ADV reports a beneficial ownership band of 5-10%.
Kimery Wealth Management, LLC
| Title | Partner/Financial Advisor |
| Ownership | 5-10% |
| Control person | No |
| Since | 2026 |