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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

JEFFREY LAWRENCE MUNSON

Advisor at WELLS FARGO ADVISORS

BETHESDA, MD | HUNT VALLEY, MD

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Search this name across graphsid dfx:ria:3bcbb40e-5a9c-1581-2439-90dd111880a3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 5, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 21, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 21, 2001
First registration: Sep 5, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 3271000

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLS FARGO ADVISORS	Wirehouse	Nov 10, 2021	n/a	yes	BETHESDA, MD\|HUNT VALLEY, MD	Current employment
RBC CAPITAL MARKETS, LLC	National bd RIA	Mar 17, 2009	Nov 16, 2021	no	HUNT VALLEY, MD\|HUNT VALLEY, MD	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 21, 2006	Apr 9, 2009	no	HUNT VALLEY, MD\|NEW YORK, NY\|HUNT VALLEY, MD	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Sep 5, 2001	Feb 21, 2006	no	HUNT VALLEY, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RBC CAPITAL MARKETS, LLC	WELLS FARGO ADVISORS	Nov 16, 2021	Nov 10, 2021	-6	Firm change	Ibd to wirehouse
CITIGROUP GLOBAL MARKETS INC.	RBC CAPITAL MARKETS, LLC	Apr 9, 2009	Mar 17, 2009	-23	Firm change	Other
LEGG MASON WOOD WALKER, INCORPORATED	CITIGROUP GLOBAL MARKETS INC.	Feb 21, 2006	Feb 21, 2006	0	Bulk transfer	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Nov 10, 2021 to presentfactForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Mar 17, 2009 to Nov 16, 2021factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 21, 2006 to Apr 9, 2009factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Sep 5, 2001 to Feb 21, 2006factForm ADV

Dated events

No dated event names this entity yet.