Jeremy Lee Mcchesney

Current Employers

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-01-23
TX	RA	APPROVED	2024-01-23

CA RA
APPROVED

Since 2024-01-23
TX RA
APPROVED

Since 2024-01-23

Branch Locations

Los Altos, CA • United States

2100 El Camino Real, Palo Alto, CA 94306 • United States

560 Mission Street, San Francisco, CA 94105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc	San Jose/Mountain View	CA	01/2011	11/2016
Wells Fargo Clearing Services, Llc	San Jose/Mountain View	CA	11/2016	11/2022
First Republic Securities Company, Llc	Palo Alto	CA	11/2022	10/2023
First Republic Investment Management, Inc	Palo Alto	CA	11/2022	Present
J.P. Morgan Securities Llc	Palo Alto	CA	09/2023	Present
Jp Morgan Chase Bank, N.A.	Palo Alto	CA	10/2023	Present
Precision Neuromed	Woodside	CA	07/2024	07/2024

01/2011 → 11/2016

Wells Fargo Advisors Llc

San Jose/Mountain View, CA
11/2016 → 11/2022

Wells Fargo Clearing Services, Llc

San Jose/Mountain View, CA
11/2022 → 10/2023

First Republic Securities Company, Llc

Palo Alto, CA
11/2022 → Present

First Republic Investment Management, Inc

Palo Alto, CA
09/2023 → Present

J.P. Morgan Securities Llc

Palo Alto, CA
10/2023 → Present

Jp Morgan Chase Bank, N.A.

Palo Alto, CA
07/2024 → 07/2024

Precision Neuromed

Woodside, CA

Previous Registrations

2022-11-14 → 2025-03-21

J.P. Morgan Private Wealth Advisors Llc

Palo Alto, CA
2011-01-03 → 2022-11-17

Wells Fargo Clearing Services, Llc

Morgan Hill, CA

San Jose, CA

San Jose, CA

Morgan Hill, CA

Mountain View, CA

Palo Alto, CA

San Jose, CA

San Jose, CA
2010-03-02 → 2011-01-03

Wells Fargo Investments, Llc

San Jose, CA

San Jose, CA

Morgan Hill, CA
2010-01-06 → 2010-03-08

Waddell & Reed

Seattle, WA

Other Businesses

Entity Name: JS Family Properties LLC Investment related: No Address: Mountain View, CA Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 12/08/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Passive rental real estate investment Entity Name: MJ Investment Ventures LLC Investment related: No Address: 15559 Union Ave #128, Los Gatos, CA 95032 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 07/31/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: The LLC is solely to hold a single rental real estate property. I will be a passive investor. RENTAL PROPERTY; INV RELATED; SAN JOSE, CA; 100% OWNERSHIP; START 11/13/2012; 0 HR PER MONTH; 0 HRS DURING TRADING. MCCHESNEY LI LLC, INV RELATED, SAN JOSE, CA, 100% OWNERSHIP, START 6/19/2017, ZERO HOURS PER MONTH,ZERO HOURS DURING TRADING, OWNER.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-30

S66 Uniform Combined State Law Examination

2009-12-30

Designations

View on SEC IAPD