Jonathan McAlister (CFP)

Jonathan McAlister focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

While the following list is not exhaustive, it encompasses the majority of Jonathan's practice.  He specializes in working with people who are:

  • Retirees or soon-to-be retirees who want to stay ahead of the game
  • High income earners looking to maximize wealth and minimize taxes
  • Physicians, veterinarians and other healthcare workers
  • Business owners and corporate executives
  • CPAs and attorneys to bring a wholistic approach to their clients finances and their own

Additional Information

As a financial planner, Jonathan brings nearly a decade of experience serving individuals, families, businesses and foundations to help them successfully create, grow and preserve wealth through custom-made investment portfolios and tailored wealth planning strategies.

Jonathan received his B.B.A with a major in risk management, insurance, and financial planning from Mississippi State University. While an active student, he bought, grew and successfully exited a small consumer goods business in Starkville, MS during the financial crises. He remains active in the Mississippi State community having previously served as vice president, president and chairman of Mississippi State University’s Memphis Maroon Club. In 2013, he received the Outstanding Young Alumnus award for his work with the Memphis Maroon Club. He is a regular speaker at Mississippi State University College of Veterinary Medicine and has spoken at multiple other colleges and national conferences on financial planning and investment management. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and practices as a fee-only fiduciary. Jonathan also works with the Community Foundation of Greater Memphis serving as a member of their Advisory Team for GiVE 365.

He and his wife, Shellye, are native Memphians and live in Germantown with their daughter, Elouise, and goldendoodle, Maui. When he is not working with clients, he enjoys college football, providing pro-bono financial planning services for families affected by cancer, traveling and spending time with his family.

NAPFA Start Date

April 01, 2020


This Office

6410 Poplar Ave Ste 100 Memphis, TN 38119-4860 Phone: (901) 291-5507