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Jessica Noelle Wunder

McLean Asset Management Corp.

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About Jessica Noelle Wunder

Jessica Wunder is an Investment Advisor Representative at McLean Asset Management Corp. Jessica has been a financial professional since 2003 and is licensed in both Virginia and Texas. She has experience in various financial sectors, including working at Charles Schwab & Co., Inc., RBC Capital Markets Corporation, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Jessica holds a Series 7 and Series 66 license, and is also a Certified Financial Planner.

Firm Information

Jessica Wunder is currently registered with McLean Asset Management Corp.. McLean Asset Management Corp. is a registered investment advisor based in Tysons, Virginia. The firm offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles. McLean Asset Management Corp. has approximately $819.2 million in regulatory assets under management.
McLean Asset Management Corp.

1900 GALLOWS ROAD

TYSONS, VA 22182

$819.20M

Assets Under Management

2

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jessica Wunder’s Registration & Firm History

VA

05/07/2012 - Present

McLean Asset Management Corp. (TYSONS VA)

VA

06/08/2010 - 04/30/2012

CHARLES SCHWAB & CO., INC. (TYSONS CORNER VA)

MD

06/03/2009 - 06/10/2010

RBC CAPITAL MARKETS CORPORATION (CHEVY CHASE MD)

MD

02/21/2006 - 06/04/2009

CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)

MD

11/13/2003 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 04/02/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/12/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Noelle Wunder.
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