About Jon – LeConte Wealth Management

https://lecontewealth.com/wp-content/uploads/2025/09/ZC_LeConte-Wealth-Management_August-2025_Headshots_Day-1_EDITED_-6-1280x1280.jpg

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.

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

Hoy Grimm

Remembering Charlie Kirk – Financial Literacy Edition

Today is a bittersweet day. I’m watching the news of the mass crowd gathering for the Charlie Kirk memorial in Arizona. Historians say that this is the first time in U.S. history where our President and Vice President both are attending a memorial from someone who was not a politician. Charlie lived 31 years before...

Doug Whitten

Dogs Welcome

Dogs have always been part of who I am. Our first family dog, Sasha, was a black lab mix we rescued from the SPCA. She went everywhere with us. I still remember a trip to Newfoundland when we had to check her in the belly of the plane. As a child, I was filled with...

Kevin Painter

It’s Fantasy Football Time in Tennessee

Each fall, millions of people dive into fantasy football, building rosters, tracking statistics, and setting strategies for the season ahead. While it may seem like just a game, the principles behind it – preparation, balance, and adaptability – are surprisingly similar to those of effective financial planning. In both cases, success depends on foresight, discipline,...

Alex Willard

Avoiding the Boiling Pot: How Gradual Neglect Destroys Financial Health

I need to be honest. Over the past year and a half, life got the best of me physically. In the “busyness” of work, family, and responsibility, I stopped doing the simple, consistent things that keep me healthy. My hip had been tight for months, and instead of addressing it, I ignored it. What began...