Justin Wunder (CRD# 7750226) is an Investment Advisor Representative working at Kendall Capital Management in Rockville, MD and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kendall Capital Management | Rockville, MD | May 2023 - Current | 1 |
| Mcdaniel College | Westminster, MD | Aug 2020 - May 2023 | 2 |
| Clever Profits | Annapolis, MD | Jun 2022 - Aug 2022 | < 1 |
| Century High School | Sykesville, MD | Aug 2016 - Jun 2020 | 3 |
| Oklahoma Road Middle School | Eldersburg, MD | Aug 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- MD
-
Total Assets Under Management520MILLIONS
-
Total Number of Accounts1,440ACCOUNTS
-
Average Account Value$360,964
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, DC, DE, FL, MD, NC, NH, NJ, SC, TX, VA
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