Managing Partner

Jon Dockery, CPA

From the beginning, I have approached my career with hard work and a servant’s mentality. As a CPA, I was often assisting people with handling their tax compliance issues and answering financial planning questions from a high-level. However, I was forced to refer clients out to a select group of financial professionals but was unable to truly help the client reach their specific goals.

In 2014, the opportunity arose to transition my tax practice into a comprehensive wealth management team at LeConte.  Through this new team, I am able to use all of the knowledge I have as a CPA, trusted advisor, and financial planner along with my team at LeConte to provide comprehensive financial advice that is directed at achieving the client’s most important goals in the most tax efficient ways.  I look forward to the opportunity to serve your financial needs.

As principal of Jonathan K Dockery, CPA, PLLC.,  Jon provides advice to clients in various areas of taxation and financial planning.  He specializes in tax planning and compliance for individuals, estates and trusts, as well as various business entities including partnerships, corporations and non-profit organizations.

Jon received his Masters of Accountancy with a concentration in Taxation from the University of Tennessee and graduated Summa Cum Laude from Auburn University with a Bachelors of Business Administration (Accountancy). His previous work experience includes stops at Arthur Andersen, Nissan North America, Faulkner Mackie & Cochran, and most recently at local firm, Ingram, Overholt and Bean. He is a member of the AICPA and Tennessee Society of Public Accountants.

Jon is a member of the Maryville Church of Christ where he is a small group leader and Deacon of the Stepping Stones Preschool.  He currently serves as a board member of MHS Athletic Booster club and other various financial committees. Jon is a graduate of the 2010 Leadership Blount Class.

Jon is an avid fan of both Tennessee and Auburn athletics and enjoys playing golf, hiking, and watching & coaching youth sports. He and his wife, Kristin, live in Maryville with their three boys, Nathan, Landon and Benjamin.

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GET IN TOUCHContact Jon

Address
703 William Blount Drive,
Maryville, TN 37801
Phone
(865) 379-8200
Email
jon@lecontewealth.com
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Financial Friction

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Brace Yourself for Future Taxes
Brace Yourself for Future Taxes
As we roll out of tax season, I always take a few moments to reflect on the questions and concerns that clients express during the tax preparation process. One of the most common questions is “how have taxes changed?” For 2023, the response was for the most part a simple answer of nothing has really...
Rumble or Relief: Navigating the Ring of Inherited IRAs
Rumble or Relief: Navigating the Ring of Inherited IRAs
In 1974, the boxing world witnessed a legendary match between George Foreman and Muhammad Ali, known as the “Rumble in the Jungle.” Ali, stripped of his heavyweight title for opposing the Vietnam War draft years earlier, sought to reclaim his glory against Foreman, the undefeated champion. Concurrently, the financial industry experienced a significant shift with...
The Pitch of Financial Success
The Pitch of Financial Success
Opening day in baseball and setting personal financial goals both signify fresh starts and the pursuit of possibilities. Establishing clear financial goals, whether it’s saving for a dream vacation or retiring comfortably, sets the stage for future achievements. Success in baseball and finance isn’t just about individual efforts but the synergy of a well-rounded team....
The Mutual Fund Turns 100 Years Old
The Mutual Fund Turns 100 Years Old
Every story has a beginning, and this is the story of the mutual fund. Today, they are ubiquitous in 401k plans, with most workers using them to build a retirement nest egg through small investments from each paycheck they receive. These investments are divvied up into various fund accounts, which, in turn, are diversified into...
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