Jeremy McChesneyJeremy McChesney, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
About Jeremy
Jeremy McChesney is a Managing Director, Wealth Partner and Portfolio Manager 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. He is also a member of the J.P. Morgan Wealth Management Portfolio Manager Program, a select group of advisors who undergo a screening process to manage discretionary client portfolios and are subject to ongoing quantitative and qualitative reviews to assess their investment strategies.
Throughout a fifteen-year career, Jeremy has earned numerous awards and industry recognitions. He is highly networked in the community and connects like-minded 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.
J.P. Morgan Securities LLC (“JPMS”) investment advisory programs may not be appropriate for all investors, depending on individual investment objectives and goals. For more information about the investment advisory programs available, please see the applicable program disclosure brochure (“JPMS ADV”), available at www.jpmorgan.com/ADV.
What to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
Healthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Medicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read Now
Jumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read Now
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read Now
AI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read Now
How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now
How to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read Now
Brazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowHealthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowMedicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read NowJumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read NowKevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read NowAI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read NowHow to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read NowHow to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read Now