Marci Rosenfeld
Wealth Manager, J.P. Morgan Wealth Management
Peninsula Silicon Valley
Learn more
Industry Accolades
- Top Next-Gen Wealth AdvisorsForbes, 2017–2022
- Best-In-State Wealth AdvisorsForbes, 2022
Forbes/SHOOK Top Next-Gen Wealth Advisors (08/03/22, data as of 03/31/22); (09/21/21, data as of 03/31/21); (07/22/20, data as of 03/31/20); (06/25/19, data as of 03/31/19); (07/25/18, data as of 03/31/18); (07/25/17, data as of 03/31/17). Ratings may not guarantee future success or results.
Forbes/SHOOK Top Wealth Advisors Best-In State (08/24/22, data as of 03/31/22). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.
- Wealth Management Experience Since 2009Jeremy McChesney is a Managing Director and Wealth Manager with J.P. Morgan Wealth Management. Mr. McChesney joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Mr. McChesney was a Wealth Manager at First Republic since 2022. Prior to joining First Republic, Mr. McChesney was a Private Wealth Financial Advisor and Managing Director — Investments at Wells Fargo Advisors. Mr. McChesney focuses his practice on relationship management. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, he leads the financial planning efforts on the team for clients, which include Silicon Valley technology entrepreneurs and executives.
- Professional DesignationMr. McChesney is a CERTIFIED FINANCIAL PLANNER™ certificant.
- EducationMr. McChesney earned his bachelor of arts degree in communication from the University of California, Davis.
Check the background of the firm and its investment professionals on .
Team Connections
Jim Morehouse
Wealth Manager, J.P. Morgan Private Wealth Advisors LLC
Peninsula Silicon Valley
Learn more
Todd Duncan
Wealth manager, J.P. Morgan Wealth Management
Peninsula Silicon Valley
Learn more
Jessica Huang
Wealth Manager, J.P. Morgan Wealth Management
Peninsula Silicon Valley
Learn more
