Jacqueline
Fursman
Foundations Investment Advisors LLC
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About this Advisor
Jacqueline Fursman is a financial advisor who works out of Wayzata, Minnesota who has 2 years of industry experience. Fursman currently works for Foundations Investment Advisors LLC. Over the course of their career, they have held roles at Foundations Investment Advisors LLC, Clearpath Wealth Advisors, Lifestyle Financial & Tax Advisors and Moser & Associates. Fursman holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Minnesota and Texas. Foundations Investment Advisors LLC is a company operating out of Phoenix, AZ. The company has offices in 85 locations and a total of 229 financial advisors. It handles $4 billion in assets among its 34,273 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises one charities and foundations. Of its 34,273 customer accounts, 15% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on which service is offered. Fees charged by Foundations Investment Advisors LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foundations Investment Advisors LLC Brokerage Details
$3,760,076,801
229
34,273
$109,710
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jacqueline Fursman Work History
Jacqueline has been registered as a financial advisor for 2 years.*
Foundations Investment Advisors LLC
Clearpath Wealth Advisors
Lifestyle Financial & Tax Advisors
Moser & Associates
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacqueline Fursman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foundations Investment Advisors LLC
Phoenix, AZ
Phoenix, AZ
Phoenix, AZ
Moultonborough, NH
Sarasota, FL
Wayzata, MN
Warren, ME
Plymouth, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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