Principal · McLean Asset Management Corp.
Jessica N. Wunder
CRD 4529546 · Named on Form ADV at 2 SEC-registered advisers
At a glance
McLean Asset Management Corp., an SEC-registered wealth manager based in Tysons, VA with $994 million in regulatory assets, lists Jessica N. Wunder on its Form ADV as Principal. The SEC filings also name Jessica at 1 other registered adviser.
Firms and roles
- McLean Asset Management Corp.PrincipalWealth manager · Tysons, VA · $994M in regulatory assets
- Retirement Researcher, LLCPrincipalAsset manager · Tysons, VA · $0M in regulatory assets
AtlasMembers
Jessica’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Dean T. UmemotoManaging Principal, McLean Asset Management Corp.
- Alejandro MurguiaManaging Principal, McLean Asset Management Corp.
- Karen C. UmemotoShareholder, McLean Asset Management Corp.
- Paula B. FriedmanManaging Principal and CEO, McLean Asset Management Corp.
- Wade D. PfauPrincipal, McLean Asset Management Corp.
1 more person named with Jessica on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jessica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.