Jerry Mosher (CRD# 341322) is an Investment Advisor Representative working at American Investors Co in Lafayette, CA and has over 29 years of experience in the finance industry. Jerry Mosher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mosher Financial Advisors LLC | Lafayette, CA | Nov 2017 - Current | 6 |
| American Investors Company | San Ramon, CA | Mar 1998 - Current | 26 |
| Jerry S Mosher | Lafayette, CA | Jan 1976 - Current | 48 |
| American Investors Company | San Ramon, CA | Feb 1975 - Current | 49 |
| Mosher & Ellis Financial Planning Inc. | Lafayette, CA | Apr 1984 - Mar 2023 | 38 |
| Inocon | Lafayette, CA | Nov 1977 - Oct 2021 | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management511MILLIONS
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Total Number of Accounts1,917ACCOUNTS
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Average Account Value$266,563
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