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
Vesting In Your Future
Vesting In Your Future
Restricted Stock Units (RSUs) are a popular form of employee compensation, especially in high-growth industries like tech. RSUs offer employees a stake in the company without requiring an upfront investment. However, to truly benefit from RSUs, it’s crucial to understand how they work, how to manage them, and the tax implications they carry. With the...
Your Life In Weeks
Your Life In Weeks
Happy Graduation! Whether it’s preschool, high school or college, graduation season is in full swing. There are mortarboards flying through the air and many commencement addresses are subjecting students to many motivational slogans on how to seize the day, make a difference, and change the world.    I came across a Your Life in Weeks...
Sell In May?
Sell In May?
You have probably heard a version of this popular trading aphorism. The verbose version that I learned is “Sell in May, don’t come back til Labor Day.” Like most popular proverbs, this one was rooted in historical logic from the Stock Trader’s Almanac. The problem is that today’s investors don’t remember that the affirming data...
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...
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.