Jessica Wunder has been Principal of McLean Asset Management since March 2020, is not listed as a control person, but directly owns under 5% of the firm. Jessica Wunder holds a B.A. from Loyola University.
McLean Asset Management Corporation is a Tysons, VA firm with $994M under management, 512 clients and 17 advisers across 5 offices, as of its May 2026 filing.
Jessica Wunder is Managing Principal, Wealth Management of McLean Asset Management. She provides wealth management to high-net-worth individuals and families and coordinates the internal and external team members who keep their plans on track. Before joining McLean, she was a Vice President, Financial Consultant at Charles Schwab, and earlier a Financial Advisor at Smith Barney (formerly Legg Mason).
Jessica Wunder’s longest registration is the current one, 14 years at McLean Asset Management since 2012. Before joining McLean Asset Management in 2012, Jessica Wunder was registered through Charles Schwab & Co., Inc. and RBC Capital Markets Corporation.
- – present · 14 yearsTysons, VA · Adviser representative · Firm CRD 108067
- Charles Schwab & Co., Inc.– · 1 yearTysons Corner, VA · Adviser representative · Firm CRD 5393
- RBC Capital Markets Corporation– · under a yearChevy Chase, MD · Adviser representative · Firm CRD 31194
- Citigroup Global Markets Inc.– · 3 yearsBethesda, MD · Adviser representative · Firm CRD 7059
- Legg Mason Wood Walker Inc– · 1 yearBethesda, MD · Adviser representative · Firm CRD 6555
Professional designations
Listed by McLean Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional (RICP®)
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Jessica Wunder is registered as an investment adviser representative in 2 states. The first approvals date from May 2012; the most recent is Texas, in June 2022.
- TexasSince 7 June 2022
- VirginiaSince 7 May 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 April 2004 |
| Series 7 | General Securities Representative Examination | 12 November 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jessica Noelle Wunder
- CRD
- 4529546
- Firm
- McLean Asset Management · CRD 108067
- Role
- Principal
- Office
- 1900 GALLOWS ROAD, SUITE 350, Tysons, VA 22182
- Registration
- Investment adviser registration
- In the industry since
- April 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Jessica Wunder work?
Jessica Wunder has been Principal of McLean Asset Management Corporation since March 2020.
Is Jessica Wunder a financial advisor?
Yes. Jessica Wunder has a current investment-adviser registration in Texas and Virginia, through McLean Asset Management since May 2012.
How many years of experience does Jessica Wunder have?
Jessica Wunder has 22 years in the financial industry, since April 2004, across 5 adviser firms.
What exams has Jessica Wunder passed?
Jessica Wunder has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2003.
Where did Jessica Wunder work before McLean Asset Management?
Before McLean Asset Management, Jessica Wunder was registered through Charles Schwab & Co., Inc., June 2010 to April 2012; RBC Capital Markets Corporation, June 2009 to June 2010; Citigroup Global Markets Inc., February 2006 to June 2009; Legg Mason Wood Walker Inc, April 2004 to February 2006.
Where is Jessica Wunder based?
Jessica Wunder’s registered office is in Tysons, VA.
Is Jessica Wunder registered with FINRA?
No. Jessica Wunder has no current broker registration.
Is Jessica Wunder a CFP?
McLean Asset Management lists Jessica Wunder with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: JESSICA WUNDER, CFP®, RICP®, CRPC® biography, mcleanam.com
How can I verify Jessica Wunder’s record?
Search CRD 4529546 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jessica Wunder’s full registration record.
