James Mosteller, financial advisor Woodridge IL

James Mosteller

CRD Number: 2127099
Current Firm: Liberty Asset Management, Inc.

James Mosteller (CRD# 2127099) is an Investment Advisor Representative working at Liberty Asset Management, Inc. in Woodridge, IL and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Liberty Asset Management, Inc. Woodridge, IL May 2005 - Current 18
Mosteller Worldwide LLC Willowbrook, IL May 2001 - Current 22
Secure Equity, Inc. Willowbrook, IL Aug 1998 - Current 25
Mosteller & Holmberg, P.c. Willowbrook, IL Dec 1996 - Current 27
Self-employed Willowbrook, IL Mar 1991 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S65 NASAA Investment Advisors Law Examination Dec 2004
Contact Info for James A. Mosteller
Phone Number: 630-789-9653
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    126
    MILLIONS
  • Total Number of Accounts
    479
    ACCOUNTS
  • Average Account Value
    $263,270
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IL, OK, TX

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