
Jeremy McChesneyJeremy McChesney, CFP®Managing DirectorWealth Advisor
Awards and Industry Recognition




Forbes
About Jeremy
Jeremy McChesney is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.
A co-founder of The JMT Group, Jeremy has built a team focused on the complexities of wealth management and planning. He draws on his deep experience in this space to guide Silicon Valley entrepreneurs and executives in navigating sophisticated strategies for asset allocation, tax-aware investments, the diversification of concentrated stock positions and wealth transfer approaches. A CERTIFIED FINANCIAL PLANNER® professional, he believes that by managing the personal financial scenarios of accomplished individuals, he can free them to lead successful companies and attend to their professional priorities.
Jeremy offers direct access to J.P. Morgan's fortress balance sheet and global capabilities. He leads the team in offering innovative and comprehensive services to clients, with a focus on exceptional customer care, insightful investment advice and customized wealth management strategies that reflect each client's vision.
Throughout a fifteen-year career, Jeremy has earned numerous awards and industry recognitions. He is highly networked in the community and connects likeminded individuals to share synergistic ideas. Jeremy spent many years at Wells Fargo Advisors before moving to First Republic Bank. In 2023, he transitioned with his team to J.P. Morgan.
Jeremy earned a B.A. in Communications from the University of California, Davis, where he competed as an N.C.A.A. Division I baseball player throughout his collegiate career. As a pitcher for the Aggies, he was part of the first Division I playoff team in school history.
Outside of the office, Jeremy enjoys family time with his wife and three kids. He has a passion for golf and is a talented guitarist who plays whenever possible.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER®in the U.S.

Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now