Jacqueline Ann Fursman
Investment Adviser Representative at Advisornet Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacqueline Ann Fursman is an investment adviser representative with Advisornet Wealth Partners in Minnetonka, MN, where they have been registered since 2025. They have worked in the securities industry since 2021 and were previously registered with Foundations Investment Advisors LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Foundations Investment Advisors LLCJul 2021 – Mar 2025Minnetonka, MN
- Clearpath Wealth AdvisorsApr 2021 – no end date reportedMinnetonka, MN
- Lifestyle Financial & TAX AdvisorsJan 2015 – Apr 2021Maple Grove, MN
- Clear PATH Financial ServicesSep 2021 – no end date reportedMinnetonka, MN
- Advisornet Wealth PartnersMar 2025 – no end date reportedMinnetonka, MN
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Advisornet Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.002
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement planning, insurance and protection, general wealth management, estate strategies, affluent client guidance, extended care strategies, small business owner guidance, charitable giving and legacy planning, financial education, and portfolio management.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 58
- Offices listed on AdvisorFinder:
- 22
- Main office:
- Minnetonka, MN
- SEC file number:
- 801-77035
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at Advisornet Wealth Partners
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacqueline Ann Fursman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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