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Jonathan Keith Dockery

LECONTE WEALTH MANAGEMENT, LLC·MARYVILLE, Tennessee
Series 65Clean record11 years registeredLECONTE 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 · 11 years registered
Brand Profile
Not yet started
01

Career History

LECONTE WEALTH MANAGEMENT, LLC
Jan 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 5, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LECONTE WEALTH MANAGEMENT, LLC
CRD 168539 · SEC 801-78438
AUM
$262M
Regulatory assets under management
Employees
10
687 client accounts
Services offered by LECONTE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LECONTE WEALTH MANAGEMENT, LLC →
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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

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
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