Jennifer R. Furness

MOSS ADAMS WEALTH ADVISORS LLC

SEATTLE, WA 98104

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CRD#: 2657358

Professional summary

Jennifer Rose Furness, who also goes by Gidget Berkefeld, Jennifer Rose Berkefeld, Gidget Furness, Jennifer Rose Furness, is a registered financial advisor currently at MOSS ADAMS WEALTH ADVISORS LLC located in Seattle, Washington.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jennifer has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gidget Berkefeld | Jennifer Rose Berkefeld | Gidget Furness | Jennifer Rose Furness

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Rose Furness's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 19, 2004 - Present

MOSS ADAMS WEALTH ADVISORS LLC

Office #1: 999 Third Ave Ste 2800, Seattle, WA 98104

RIA

CRD#: 108917

SEATTLE, WA

Past

October 31, 2005 - December 5, 2005

OSAIC SERVICES, INC.

CRD#: 133763

SEATTLE, WA

Past

June 4, 2004 - December 2, 2020

MOSS ADAMS SECURITIES & INSURANCE LLC

CRD#: 114950

SEATTLE, WA

Past

February 5, 2002 - October 31, 2005

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

January 31, 2001 - December 14, 2001

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Past

May 6, 1998 - March 8, 2001

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

September 4, 1997 - April 9, 1998

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MOSS ADAMS WEALTH ADVISORS LLC

DBA FINANCIAL SECURITY GROUP | MOSS ADAMS WEALTH ADVISORS LLC | MOSS ADAMS (BRANDED UNDER ONE FIRM, NOT DBA CONTRACTUALLY) | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA

Registered Investment Advisory firm - (10/26/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(6/3/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/2/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/30/2004

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/23/2002

General Securities Principal Examination

Current Firm

MOSS ADAMS WEALTH ADVISORS LLC

DBA FINANCIAL SECURITY GROUP | MOSS ADAMS WEALTH ADVISORS LLC | MOSS ADAMS (BRANDED UNDER ONE FIRM, NOT DBA CONTRACTUALLY) | FINANCIAL SECURITY GROUP, L.L.C.

CRD#: 108917 / SEC#: 801-58074

RIA

Registered Investment Advisory firm - (10/26/2000 Approved)

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Contact information

Main Address

999 Third Ave Ste 2800, Seattle, WA 98104

Mailing Address

Phone number

(206) 302-6500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MOSS ADAMS WEALTH ADVISORS DISCLOSURE BROCHURE JUNE 2025 (6/24/2025)

Regulatory assets under management

Total Number of Accounts	4,627
AUM (Assets Under Management)	$ 4,753,819,117

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2025	Cover Page	Report
02/20/2025	Cover Page	Report
03/27/2024	Cover Page	Report
03/06/2024	Cover Page	Report
02/18/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jennifer R. Furness

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Rose Furness's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC SERVICES, INC.

MOSS ADAMS SECURITIES & INSURANCE LLC

SENTRA SECURITIES CORPORATION

PIPER SANDLER & CO.

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

MOSS ADAMS WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/2/2004

Series 63

Date: 9/10/1997

SIE

Date: 10/1/2018

Series 7

Date: 9/2/1997

Series 53

Date: 12/30/2004

Series 24

Date: 10/23/2002

Current Firm

MOSS ADAMS WEALTH ADVISORS LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MOSS ADAMS WEALTH ADVISORS LLC

TRUST BUT VERIFY

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