Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy McChesney is a financial advisor at J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Jeremy has been in the financial industry since 2009 and holds the Series 66, Series 7 and SIE licenses. Jeremy has a long history of providing financial guidance to clients, with previous roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and First Republic Securities Company, LLC. Jeremy is also a Certified Financial Planner and holds a specialization in providing financial advice to individuals, businesses, corporations, insurance companies, charitable organizations, labor unions and pension and profit sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
01/23/2024 - Present
J.p. Morgan Securities LLC (Palo Alto CA)
CA
11/11/2022 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
CA
01/03/2011 - 11/17/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN JOSE CA)
CA
03/01/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MORGAN HILL CA)
CA
12/10/2009 - 03/08/2010
WADDELL & REED, INC. (CAMPBELL CA)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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