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Jeremy Arthur Kallmann

Maclean Capital Advisors, LLC

Indian Wells, CA

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Current Employers
Maclean Capital Advisors, Llc

74900 Us Highway 111 Ste 224, Indian Wells, CA 92210 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-03
  • CA RA
    APPROVED
    Since 2026-08-03

Branch Locations

74900 Us Highway 111 Ste 224, Indian Wells, CA 92210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Maclean Capital Advisors, Llc Indian Wells CA 04/2026 Present
Palm Desert High School Palm Desert CA 08/2017 06/2021
College Of The Desert Palm Desert CA 08/2021 06/2024
Eldorado County Club Indian Springs CA 12/2021 03/2022
First Tee Coachella Valley Palm Desert CA 08/2022 04/2026
Middle School Palm Desert CA 05/2016 08/2017
  • 04/2026 → Present
    Maclean Capital Advisors, Llc
    Indian Wells, CA
  • 08/2017 → 06/2021
    Palm Desert High School
    Palm Desert, CA
  • 08/2021 → 06/2024
    College Of The Desert
    Palm Desert, CA
  • 12/2021 → 03/2022
    Eldorado County Club
    Indian Springs, CA
  • 08/2022 → 04/2026
    First Tee Coachella Valley
    Palm Desert, CA
  • 05/2016 → 08/2017
    Middle School
    Palm Desert, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-01
  • S65 Uniform Investment Adviser Law Examination
    2026-08-01

View on SEC IAPD

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Other Offices

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EDWARD JONES · Indian Wells, CA
BORACCHIA WIVIOTT WEALTH PARTNERS LLC · PALM DESERT, CA
FLC CAPITAL ADVISORS · PALM DESERT, CA
FLC CAPITAL ADVISORS · PALM DESERT, CA
FORTEM FINANCIAL GROUP, LLC · PALM DESERT, CA
FORTEM FINANCIAL GROUP, LLC · Palm Desert, CA
MARSHA LEE & COMPANY,INC. · PALM DESERT, CA

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