JM
JM
Jeffrey Munson
26 Years of Experience
Bethesda, MD
2 DisclosuresBroker
Jeffrey Munson is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2004Denied
Criminal
July 2004Final Disposition
Other Business Activities
Jeffrey owns multiple rental properties and LLCs, some investment-related and some not. One LLC, Bucket123 LLC, requires a full-time commitment.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Wells Fargo Advisors
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLC
March 2009 - November 2021 · 12 yrs 8 mos
RBC Capital Markets, LLCBroker
March 2009 - November 2021 · 12 yrs 8 mos
Citigroup Global Markets INC.Broker
February 2006 - April 2009 · 3 yrs 2 mos
Citigroup Global Markets INC.
February 2006 - April 2009 · 3 yrs 2 mos
Legg Mason Wood Walker INC
September 2001 - February 2006 · 4 yrs 5 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1999 - February 2006 · 6 yrs 5 mos
State Registrations19 states
CACOCTDCFLMAMDMSNCNHNVNYOHPARISCTNVAWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.