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
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A Decade Old Financial Mistake Returns for Payback
A Decade Old Financial Mistake Returns for Payback
2015 is memorable for several reasons. A grainy picture of a woman’s dress appeared online and made the entire world question its own color perception. (Was it blue and black or white and gold? The debate still lingers.) Meanwhile, in February of that year, the New England Patriots secured a nail-biting Super Bowl win over...
Decoding Social Security
Decoding Social Security
Social Security has been a cornerstone of retirement planning for Americans since its inception in 1935. Signed into law by President Franklin D. Roosevelt during the Great Depression, the Social Security Act was designed to provide financial assistance to retired workers and those unable to work due to disability. At the signing, Roosevelt declared that...
12 Financial Changes to Make in Your Life in 2025
12 Financial Changes to Make in Your Life in 2025
As 2025 begins, it’s an excellent time to take stock of your financial habits and plan for a more secure future. Here are 12 actionable financial changes you can make this year to improve your financial health and build a solid foundation for years to come. 1. Set Clear Financial Goals Define your short-term, medium-term,...
Bad Planning Fosters Bad Service
Bad Planning Fosters Bad Service
Think about the last five times you went to a restaurant. Were they reservations for fine dining, a weeknight casual dinner, or a quick fast-food stop? Do you remember how satisfied you were with the service? How would you rate the level of service you received? Your impression of service is shaped largely by the...
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