Jeremy A. Kallmann

MACLEAN CAPITAL ADVISORS

INDIAN WELLS, CA 92210

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CRD#: 8261232

Professional summary

Jeremy Arthur Kallmann is a registered financial advisor currently at MACLEAN CAPITAL ADVISORS, LLC located in Indian Wells, California.

Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jeremy has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Arthur Kallmann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 3, 2026 - Present

MACLEAN CAPITAL ADVISORS, LLC

Office #1: 74900 Us Highway 111 Ste 224, Indian Wells, CA 92210

RIA

CRD#: 156978

INDIAN WELLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MACLEAN CAPITAL ADVISORS, LLC

MACLEAN CAPITAL ADVISORS, LLC | MACLEAN CAPITAL MANAGEMENT, LLC

CRD#: 156978 / SEC#: 801-121021

RIA

Registered Investment Advisory firm - (4/28/2021 Approved)

California

Registered Investment Advisory firm - (7/25/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(8/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/1/2026

Uniform Investment Adviser Law Examination

Current Firm

MACLEAN CAPITAL ADVISORS, LLC

MACLEAN CAPITAL ADVISORS, LLC | MACLEAN CAPITAL MANAGEMENT, LLC

CRD#: 156978 / SEC#: 801-121021

RIA

Registered Investment Advisory firm - (4/28/2021 Approved)

California

Registered Investment Advisory firm - (7/25/2021 Terminated)

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Contact information

Main Address

74900 Us Highway 111 Ste 224, Indian Wells, CA 92210

Mailing Address

Phone number

(760) 636-4593

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (2/17/2026)

Regulatory assets under management

Total Number of Accounts	393
AUM (Assets Under Management)	$ 222,096,364

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeremy A. Kallmann

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Arthur Kallmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACLEAN CAPITAL ADVISORS, LLC

Primary Firm SEC Registration

MACLEAN CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2026

Current Firm

MACLEAN CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MACLEAN CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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