Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2022
Top Next-Gen Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017
Top Next-Gen Wealth Advisors Best-in-State
2024
Top Wealth Management Teams Best-In-State
2025 • 2023

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.

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now