Jessica Noelle Wunder

Employer firm

Mclean Asset Management Corp. CRD 108067

$994M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  Mclean Asset Management
  Mclean, VA

Previous Registrations

• 2010-06-09 → 2012-04-30
  Charles Schwab & Co., Inc.
  Tysons Corner, VA
• 2009-06-16 → 2010-06-10
  Rbc Capital Markets, Llc
  Chevy Chase, MD
• 2006-02-21 → 2009-06-04
  Citigroup Global Markets Inc.
  Bethesda, MD
  New York, NY
  Bethesda, MD
• 2004-04-05 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Bethesda, MD

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2004-04-02

Designations

• Certified Financial Planner

Other Names

• Jessica Fleming
• Jessica Alford
• Jessica Wunder