Managing Partner

Jon Dockery

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 Treasurer of the Foundation for the Blount County Library, and is a board member of Maryville Kiwanis and the MHS Booster club. 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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Lessons from the Old-Timers
Lessons from the Old-Timers
In a recent discussion with some friends about our modern-day, techno-savvy society, one of my friends said, “Well, we’re so old fashioned that we still plant by the signs!” Here is the background for those unfamiliar with this term. Going all the way back to biblical texts, farmers have used the stars in the sky...
Why is Tax Season so stressful?
Why is Tax Season so stressful?
As we get close to the filing season for your 2022 taxes, I’ve seen several articles talking about how to make tax filing easier. It got me to thinking about why tax season is so stressful for many people. As a CPA, this is the most stressful time of my year. I often feel like...
We Finally Have Clarity
We Finally Have Clarity
It passed! While many were still in a deep sleep from the 8 meals they ate per day over the Christmas holiday, the SECURE 2.0 Act was signed into law on December 29, 2022. My colleague, Jon Dockery, wrote about the possibility of this change in May of 2022 when he penned the blog post:...
In one Year and Out the Other
In one Year and Out the Other
It’s that time of year again. When gym parking lots are full, and you attempt to order a salad instead of a burger to help kickstart those resolutions you’ve made.  When you make motivational post-it notes to put on your bathroom mirror and you track how many steps you’re taking and water you’re drinking every...
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