Awards and Industry Recognition

Forbes

Top Wealth Advisors Best-In-State
2022
Top Next-Gen Wealth Advisors
2024 • 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 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

What does the Fed’s latest move mean for investors?

November 8, 2024The easing cycle continues. Here’s how it could impact your portfolio.Read Now
Outlook

Eye on the Market: Kamilton: the 2024 election and who tells your story

November 7, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at the Trump victory, market implications of a supply side boost from deregulation and more.Read Now
Markets

U.S. election recap: What could GOP policies mean for investors?

November 6, 2024With a Republican victory confirmed, we discuss what might be coming over the next term.Read Now