Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2022
Top Next-Gen Wealth Advisors
2022 • 2021 • 2020 • 2019 • 2018 • 2017

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 PLANNERTM 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.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

Outlook

May 2024 CPI report: Inflation may be moderating

June 13, 2024The May 2024 Consumer Price Index report showed that prices continued to moderate from pandemic-era growth, easing worries that inflation might reignite in 2024. Learn more here.Read Now
Outlook

June 2024 Fed meeting: Fed maintains current policy rate and sees only one rate cut in 2024

June 13, 2024The Federal Reserve left rates unchanged for the seventh consecutive meeting and now envisions only one rate cut in 2024. Read more about the implications of the Fed’s latest decision.Read Now
Wealth Planning

Insight 2: Foundation of values to define culture and focus

June 11, 2024A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now