Jacqueline Ann Fursman
Investment adviser representative at Advisornet Wealth Partners
11 yearsExperience
2 statesRegistered in
$3.1BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Advisornet Wealth PartnersMar 2025 to now
- Clear Path Financial ServicesSep 2021 to now
- Clearpath Wealth AdvisorsApr 2021 to now
- Foundations Investment Advisors LLCJul 2021 to Mar 2025
- Lifestyle Financial & Tax AdvisorsJan 2015 to Apr 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Advisornet Wealth Partners
Legal name: Advisornet Financial, Inc.
$3.1BAssets managed
3,514Clients
58Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7416335
- Firm CRD
- 113074