Jeffrey Munson
Jeffrey Munson is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2004Criminal
July 2004Other 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
Wells Fargo Advisors
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations21 states
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
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