Jeremy Arthur Kallmann

Employer firm

Maclean Capital Advisors, LLC CRD 156978

$222M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2026-08-01