Jonathan McAlister
- Role
- Kimery Wealth Management
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Jonathan McAlister
Kimery Wealth Management is a privately owned investment advisory practice that focuses…
Experience
Present
Education
Mississippi State University
Bachelor of Business Administration - BBA, Risk Management, Insurance, and Financial Planning
2007 — 2011
Skills
- Employee Benefits Consulting
- Financial Planning
- Series 7
- Life Insurance
- Strategic Financial Planning
- Marketing
- Investments
- Insurance
- Asset Allocation
- Wealth Management
- Investment Management
- Mutual Funds
- Disability Insurance
- Business Transition Planning
- Estate Planning
- Retirement Planning
- Series 66
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