Jeremy Kallmann has been an investment adviser representative at MacLean Capital Advisors since August 2026, and is not listed among the firm’s executive officers or direct owners. Jeremy Kallmann holds an Associate of Science in Business Administration from the College of the Desert.
Maclean Capital Advisors, LLC is an Indian Wells, CA firm with $222M under management, 160 clients and 3 advisers in one office, as of its February 2026 filing.
Jeremy Kallmann is an Associate Wealth Advisor at MacLean Capital Advisors in Indian Wells, California. After passing the Series 65 examination and completing applicable registration requirements, he became an investment adviser representative with the firm. He supports the firm's financial-planning and investment-management processes, helping analyze client needs, develop personalized strategies, and provide ongoing service.
- – present · under a yearIndian Wells, CA · Adviser representative · Firm CRD 156978
Investment adviser representative registrations
Jeremy Kallmann is registered as an investment adviser representative in California, since August 2026.
- CaliforniaSince 3 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeremy Arthur Kallmann
- CRD
- 8261232
- Firm
- MacLean Capital Advisors · CRD 156978
- Office
- 74900 US HIGHWAY 111, STE 224, Indian Wells, CA 92210
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- macleancapital.com
Where does Jeremy Kallmann work?
Jeremy Kallmann is an investment adviser representative registered through Maclean Capital Advisors, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jeremy Kallmann a financial advisor?
Yes. Jeremy Kallmann has a current investment-adviser registration in California, through MacLean Capital Advisors since August 2026.
How many years of experience does Jeremy Kallmann have?
Jeremy Kallmann has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Jeremy Kallmann passed?
Jeremy Kallmann passed the Series 65 in August 2026.
Where is Jeremy Kallmann based?
Jeremy Kallmann’s registered office is in Indian Wells, CA.
Is Jeremy Kallmann registered with FINRA?
No. Jeremy Kallmann has no current broker registration.
How can I verify Jeremy Kallmann’s record?
Search CRD 8261232 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Kallmann’s full registration record.
