David L Mosher
Investment adviser representative at Edward Jones
11 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
Are you David L Mosher? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesApr 2025 to now
- UnemployedSep 2024 to Mar 2025
- Wells FargoJul 2023 to Sep 2024
- UnemployedMar 2023 to Jul 2023
- Meridian Trust Federal Credit UnionJul 2017 to Mar 2023
- Centennial Bank and TrustFeb 2017 to Jun 2017
- Community Banks of ColoradoNov 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 8068188
- Firm CRD
- 250