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Jonathan Keith Dockery

LECONTE WEALTH MANAGEMENT, LLC·MARYVILLE, Tennessee
Clean recordLECONTE WEALTH MANAGEMENT, LLC
703 WILLIAM BLOUNT DRIVE, MARYVILLE, TN 37801CRD# 6416799Firm CRD# 168539

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Keith Dockery · MARYVILLE, TN
Registration
CRD #6416799 · LECONTE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Keith Dockery is a registered financial advisor based in MARYVILLE, Tennessee, affiliated with LECONTE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LECONTE WEALTH MANAGEMENT, LLC
LECONTE WEALTH MANAGEMENT, LLC
AUM
$262M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LECONTE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6416799
Firm CRD# 168539
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Keith Dockery offer?
Jonathan Keith Dockery specializes in Financial Planning, Investment Management. Contact their office in MARYVILLE, Tennessee for a consultation.
What are Jonathan Keith Dockery's credentials?
Jonathan Keith Dockery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Keith Dockery located?
Jonathan Keith Dockery is based in MARYVILLE, Tennessee, working with LECONTE WEALTH MANAGEMENT, LLC. Their office serves clients in the MARYVILLE metropolitan area and surrounding communities.
How does Jonathan Keith Dockery charge for services?
Jonathan Keith Dockery's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LECONTE WEALTH MANAGEMENT, LLC?
LECONTE WEALTH MANAGEMENT, LLC has approximately 10 employees and manages $262M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LECONTE WEALTH MANAGEMENT, LLC

Hoy Carter Grimm
MARYVILLE, TN
Kevin A. Painter
MARYVILLE, TN

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Research
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