Valerie L. Mosher
Investment adviser representative at J.P. Morgan Securities LLC
15 yearsExperience
1 stateRegistered in
$429.7BFirm assets
61 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- J.P. Morgan Securities LLCJan 2022 to now
- JP Morgan Chase Bank, N.A.Jan 2022 to now
- Fisher InvestmentsMay 2021 to Dec 2021
- Aaa LifeFeb 2020 to Apr 2021
- Transform Holdco LLCFeb 2020 to Jul 2020
- American United LifeApr 2019 to Jan 2020
- Integrity Financial Group / One AmericaApr 2019 to Jan 2020
- Allstate FinancialJan 2017 to Apr 2020
- Champion Financial ServicesMay 2014 to Jan 2017
- Mary KayJun 2011 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
J.P. Morgan Securities LLC
$429.7BAssets managed
1,246,646Clients
14,320Advisers
61 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
- 3112062
- Firm CRD
- 79