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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Rose Furness is a financial advisor at Moss Adams Wealth Advisors LLC, a firm headquartered in Seattle, WA. Jennifer has been a registered investment advisor since 2004 and has a broad range of experience in the financial services industry, including experience at firms such as Sentra Securities Corporation and First Union Securities, Inc. Jennifer is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
06/03/2004 - Present
Moss Adams Wealth Advisors LLC (SEATTLE WA)
WA
06/04/2004 - 12/02/2020
MOSS ADAMS SECURITIES & INSURANCE LLC (SEATTLE WA)
WA
10/31/2005 - 12/05/2005
AIG FINANCIAL ADVISORS, INC. (SEATTLE WA)
AZ
02/05/2002 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MN
01/31/2001 - 12/14/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
05/06/1998 - 03/08/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
09/04/1997 - 04/09/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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