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RIA / WealthAdvisorCertified Financial Planner22 years in industry

JESSICA NOELLE WUNDER

Advisor at MCLEAN ASSET MANAGEMENT CORP.

TYSONS, VA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 5, 2004 to Sep 14, 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: MCLEAN ASSET MANAGEMENT CORP.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 2, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 2, 2004
First registration: Apr 5, 2004
Dual registered: no
Other names: JESSICA FLEMING|JESSICA ALFORD|JESSICA WUNDER
IAPD individual key: 4529546

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
MCLEAN ASSET MANAGEMENT CORP.	Independent wealth	May 7, 2012	n/a	yes	TYSONS, VA	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Jun 9, 2010	Apr 30, 2012	no	Tysons Corner, VA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Jun 16, 2009	Jun 10, 2010	no	CHEVY CHASE, MD	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 21, 2006	Jun 4, 2009	no	BETHESDA, MD\|NEW YORK, NY\|BETHESDA, MD	Previous registration
LEGG MASON WOOD WALKER, INCORPORATED	n/a	Apr 5, 2004	Feb 21, 2006	no	BETHESDA, 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
CHARLES SCHWAB & CO., INC.	MCLEAN ASSET MANAGEMENT CORP.	Apr 30, 2012	May 7, 2012	7	Firm change	Other
RBC CAPITAL MARKETS, LLC	CHARLES SCHWAB & CO., INC.	Jun 10, 2010	Jun 9, 2010	-1	Firm change	Ibd to ibd
CITIGROUP GLOBAL MARKETS INC.	RBC CAPITAL MARKETS, LLC	Jun 4, 2009	Jun 16, 2009	12	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 (5)

→ MCLEAN ASSET MANAGEMENT CORP.Registered adviserregistration: current employment
May 7, 2012 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jun 9, 2010 to Apr 30, 2012factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Jun 16, 2009 to Jun 10, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 21, 2006 to Jun 4, 2009factForm ADV
→ LEGG MASON WOOD WALKER, INCORPORATEDRegistered adviserregistration: previous registration
Apr 5, 2004 to Feb 21, 2006factForm ADV

Dated events

No dated event names this entity yet.