About Jon – LeConte Wealth Management

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

4th Floor
333 E. Broadway Avenue
Maryville, TN 37804

Phone

(865) 379-8200

[email protected]

Check out our writings

Financial Friction

blog posts

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Jon Dockery

A Mother’s Wisdom & Tax Advice

It’s Mother’s Day, and what a great day it has been. Hopefully, you got an opportunity to spend time with your mother and had time to reflect on all she has done for you. Over the years, she’s likely given you some great advice… and maybe a few suggestions you chose to ignore. What makes...

Kevin Painter

Finding Your Financial Purpose: Building Wealth with Meaning

Money, in itself, is neutral – it’s a tool. Yet, how we use it can dramatically shape our lives and the lives of those around us. That’s where finding your financial purpose comes in. It’s not just about accumulating wealth; it’s about aligning your money with your values, dreams, and deeper sense of meaning. At...

Alex Willard

Tennessee Disaster Tax Relief

Memo from the IRS: “The Internal Revenue Service announced today tax relief for individuals and businesses in the entire state of Tennessee affected by severe storms, straight-line winds, tornadoes and flooding that began on April 2, 2025. These taxpayers now have until Nov. 3, 2025, to file various federal individual and business tax returns and make tax payments....

Hoy Grimm

The Cost of Tariffs vs The Cost of Fear

Below I compare the potential cost of Trump Administration’s tariffs* to the market cap decline so far in 2025 from the fear of what these tariffs will cost. TLDR/Summary: Tariffs will cost about $1.37 trillion a year if everything remains static (it won’t). So far in 2025, the market has declined by about $5.7 trillion...