Jonathan McAlister has been Partner/Financial Advisor of Kimery Wealth Management since July 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Kimery Wealth Management, LLC is a Memphis, TN firm with $555M under management, 471 clients and 6 advisers in one office, as of its September 2026 filing.
Jonathan McAlister’s longest registration is the current one, 6 years at Kimery Wealth Management since 2020. Before joining Kimery Wealth Management in 2020, Jonathan McAlister was registered through Legacy Wealth Management Inc and Securian Financial Services, Inc.
- – present · 6 yearsMemphis, TN · Adviser representative · Firm CRD 288229
- Legacy Wealth Management Inc– · 2 yearsMemphis, TN · Adviser representative · Firm CRD 108619
- Securian Financial Services, Inc.– · 4 yearsGermantown, TN · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
Jonathan McAlister is registered as an investment adviser representative in 3 states. Each was approved in January 2020.
- MississippiSince 22 January 2020
- TennesseeSince 22 January 2020
- TexasSince 22 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 26 September 2012 |
| Series 7 | General Securities Representative Examination | 26 April 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan D McAlister
- CRD
- 5775445
- Firm
- Kimery Wealth Management · CRD 288229
- Role
- Partner/Financial Advisor
- Office
- 6410 POPLAR AVENUE, SUITE 100 TOWER 2, Memphis, TN 38119
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Jonathan McAlister work?
Jonathan McAlister has been Partner/Financial Advisor of Kimery Wealth Management, LLC since July 2026.
Is Jonathan McAlister a financial advisor?
Yes. Jonathan McAlister has a current investment-adviser registration in Mississippi, Tennessee and Texas, through Kimery Wealth Management since January 2020.
How many years of experience does Jonathan McAlister have?
Jonathan McAlister has 14 years in the financial industry, since April 2012, across 3 adviser firms.
What exams has Jonathan McAlister passed?
Jonathan McAlister has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2012. FINRA credited Jonathan McAlister with the SIE, which began in October 2018.
Where did Jonathan McAlister work before Kimery Wealth Management?
Before Kimery Wealth Management, Jonathan McAlister was registered through Legacy Wealth Management Inc, August 2017 to January 2020; Securian Financial Services, Inc., October 2012 to August 2017.
Where is Jonathan McAlister based?
Jonathan McAlister’s registered office is in Memphis, TN.
Is Jonathan McAlister registered with FINRA?
No. Jonathan McAlister has no current broker registration.
How can I verify Jonathan McAlister’s record?
Search CRD 5775445 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan McAlister’s full registration record.