James Arthur Mosteller
Investment adviser representative at Liberty Asset Management, Inc.
35 yearsExperience
2 statesRegistered in
ChFC®Designation
$172.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
35 years in the industry.
- Liberty Asset Management, Inc.May 2005 to now
- Mosteller Worldwide LLCMay 2001 to now
- Secure Equity, Inc.Aug 1998 to now
- Mosteller & Holmberg, P.C.Dec 1996 to now
- Self-employedMar 1991 to now
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Liberty Asset Management, Inc.
$172.7MAssets managed
243Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2127099
- Firm CRD
- 135791