License Information and Important Disclosures
All California disability, life and long term care insurance transactions are conducted under California Insurance License Number 0413429.
Jerry S. Mosher, Scott Dawson and William Tom are Registered Representatives. Securities services are offered through American Investors Company, member FINRA/SIPC and Registered Investment Advisor, 3658 Mt. Diablo Blvd., Ste. 210, Lafayette, CA 94549, 925-284-9470.
For commission based business, American Investors Company and Jerry S. Mosher are licensed in California and the following other states presently (AZ, CO, CT, FL, HI , IL, MD, MA, MS, MO, MT, NY, OH, OR, PA, SC, SD, TX, UT, VA and WA). Other licenses may be pending at the time of this posting. Accordingly, information will be updated as necessary. For more information, visit www.finra.org.
Our broker-dealer, American Investors Company, maintains a business continuity plan. For a copy of American Investors Company’s business continuity plan, go to www.americaninvestorsco.com.
For email communication on securities related matters, contact firstname.lastname@example.org.
Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials.
Jerry S. Mosher / Mosher Financial Advisors (MFA) may simultaneously offer other products and services to customers including, but not limited to, real estate and mortgage brokerage services, independent investment advisory services and non-securities related insurance products that are offered individually, or through various other entities, that are not affiliated with, or in any way supervised by American Investors Company, and as such, should not be construed as constituting any part of the securities and advisory services provided by Jerry S. Mosher / Mosher Financial Advisors through American Investors Company.
Mosher Financial Advisors may periodically provide links to third-party websites for informational and educational purposes only. By clicking on a third-party link, you will leave the MFA website which expressly disclaims any responsibility for the content, the accuracy of the information and any products or services available on the third-party sites. When you access an external website, keep in mind that MFA has no control over its content and that you do so at your own risk. We accept no liability arising out of the use of such hyperlinks and hypertext links. If you are an MFA client and have questions about articles or posts made available through our website, please let us know if we can help provide perspective or insight.
For additional information, please contact us:
Mosher Financial Advisors, LLC
3658 Mt. Diablo Blvd., Ste. 210
Lafayette, CA 94549
(925) 284-9470 phone
(925) 284-9492 fax