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.

https://lecontewealth.com/wp-content/uploads/2023/06/jon-2023-web-port.jpg

GET IN TOUCHContact Jon

Address
703 William Blount Drive,
Maryville, TN 37801
Phone
(865) 379-8200
Email
jon@lecontewealth.com
Check out our writings

Financial Friction

blog posts
bt_bb_section_top_section_coverage_image
Remembered
Remembered
A New Home We stumbled across him at a specialized dog breeder in Middle Tennessee in late 2011. We were there looking for a Soft Coated Wheaten Terrier puppy for our daughter as a Christmas gift that year. As we entered the parking lot, I noticed an energetic dog in a fenced area. He sprinted...
A Lesson from Chiropractic Care
A Lesson from Chiropractic Care
Have you ever received a flyer that made you take action? I recently received a flyer from one of the new businesses in town for a free chiropractic exam (side note: I’d never been to a chiropractor), making me consider how taking preventive actions is essential not just for our physical health but also for...
Revisiting Revolutions
Revisiting Revolutions
It’s that time of year again, AGAIN. The time where I make the annual resolution/self-help/change your life January blogpost. You’ve likely seen a few of these on your social media feed or news broadcast. I’ve written many of them over the years (In One Year and Out the Other in 2023 was the most recent)...
New Year, New You?
New Year, New You?
“To improve is to change; to be perfect is to change often” – Winston Churchill As 2023 has come to a close, and we look forward to what 2024 has in store, it is a great time to take a step back and reflect on the good, bad and ugly from 2023. Were goals met?...
LeConte Wealth ManagementHeadquarters
We have an open door policy. Give us a visit.

703 William Blount Drive,
Maryville, TN 37801
Get in touchLeConte Social links
We participate in the online community. Connect with us.

Copyright 2024 LeConte Wealth Management LLC. All rights reserved.

Advisory Services offered through LeConte Wealth Management, LLC., An SEC Registered Investment Adviser.