Jerry Mosher
Jerry Mosher is a CFP-designated registered investment advisor at Mosher Financial Advisors LLC, based in Lafayette, CA, with 55 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 290 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Mosher Financial Advisors recommends clients use third-party money managers for investments. These managers typically charge between 0.6% to 2% annually based on the amount of assets they manage. Jerry Mosher, as a registered representative of American Investors Company, may receive a portion of these management fees.
Location
3658 Mt. Diablo Blvd., Ste. 210, Lafayette, CA, 94549
Get directionsHistory
Regulatory History (2)
Regulatory
June 1987Customer Dispute
January 1983Other Business ActivitiesSells Insurance
Jerry is a licensed individual insurance agent providing insurance services since 1976. This activity is not investment-related.
Employment History
Current Registrations
Mosher Financial Advisors LLC
American Investors CO
American Investors CompanyBroker
Previous Registrations
Mosher & Ellis Financial Planning, INC.
Equitec Securities COBroker
Spectrum Financial Group, INC.Broker
Travelers Equities Sales, INC.Broker
Capital Securities COBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.