Jessica N. Wunder

MCLEAN ASSET MANAGEMENT

Tysons, VA 22182

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CRD#: 4529546

Professional summary

Jessica Noelle Wunder, CFP®, who also goes by Jessica Alford, Jessica Fleming, Jessica Wunder, is a registered financial advisor currently at MCLEAN ASSET MANAGEMENT CORP. located in Tysons, Virginia.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jessica has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jessica Alford | Jessica Fleming | Jessica Wunder

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.

1) Name: PFNCA; Investment Related: No; Location: 8830 Cameron St #201, Silver Spring, MD 20910; Description of the business: Parkinson's Foundation - Non Profit; Title: Board Member; Responsibilities Duties: Immediate Past Chair; Start date with business: 2020-07-01; Hours devoted to business outside trading hours: 5; 2) Name: McLean Insurance Services, LLC (MIS); Investment-related: Yes; Address: 1900 Gallows Road, Suite 350, Tysons, VA22182; Nature of business: Fixed insurance and annuity sales; Title:� Licensed Producer; Start Date: March 2021; Approximate Monthly Hours Spent on this Activity: 20; Approximate Monthly Hours Spent on this Activity During Trading Hours: 10; Duties: Point of contact for fixed insurance and annuity products and serves as a resource for assisting clients of McLean Asset Management in identifying appropriate insurance and annuity products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Noelle Wunder'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

May 7, 2012 - Present

MCLEAN ASSET MANAGEMENT CORP.

Office #1: 1900 Gallows Road Suite 350, Tysons, VA 22182

RIA

CRD#: 108067

Tysons, VA

Past

June 9, 2010 - April 30, 2012

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

TYSONS CORNER, VA

Past

June 8, 2010 - April 30, 2012

CHARLES SCHWAB & CO., INC.

CRD#: 5393

TYSONS CORNER, VA

Past

June 16, 2009 - June 10, 2010

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

CHEVY CHASE, MD

Past

June 3, 2009 - June 10, 2010

RBC CAPITAL MARKETS, LLC

CRD#: 31194

CHEVY CHASE, MD

Past

February 21, 2006 - June 4, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

BETHESDA, MD

Past

February 21, 2006 - June 4, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BETHESDA, MD

Past

April 5, 2004 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

BETHESDA, MD

Past

November 13, 2003 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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".

MCLEAN ASSET MANAGEMENT CORP.

ENCORE 401K | WATERMARK ADVISER SOLUTIONS | MCLEAN FINANCIAL PLANNING CORP | MCLEAN ASSET MANAGEMENT CORPORATION | MCLEAN ASSET MANAGEMENT CORP.

CRD#: 108067 / SEC#: 801-55363

RIA

Registered Investment Advisory firm - (3/19/1998 Approved)

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

Texas
(6/7/2022)

IAR

Virginia
(5/7/2012)

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 66

Date: 4/2/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/12/2003

General Securities Representative Examination

Current Firm

MCLEAN ASSET MANAGEMENT CORP.

ENCORE 401K | WATERMARK ADVISER SOLUTIONS | MCLEAN FINANCIAL PLANNING CORP | MCLEAN ASSET MANAGEMENT CORPORATION | MCLEAN ASSET MANAGEMENT CORP.

CRD#: 108067 / SEC#: 801-55363

RIA

Registered Investment Advisory firm - (3/19/1998 Approved)

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Contact information

Main Address

1900 Gallows Road Suite 350, Tysons, VA 22182

Mailing Address

Phone number

(703) 827-0636

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MCLEAN ASSET MANAGEMENT CORP ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,435
AUM (Assets Under Management)	$ 819,201,980

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Jessica N. Wunder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Noelle Wunder's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

MCLEAN ASSET MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/2/2004

Series 7

Date: 11/12/2003

Current Firm

MCLEAN ASSET MANAGEMENT CORP.

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MCLEAN ASSET MANAGEMENT CORP.

TRUST BUT VERIFY

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