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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 jmosher@aicrep.com.

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 and Ellis 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 and Ellis through American Investors Company.

For additional information, please contact us:

Mosher and Ellis, Inc.
3658 Mt. Diablo Blvd., Ste. 210
Lafayette, CA 94549
(925) 284-9470 phone
(925) 284-9492 fax

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher Financial Advisors
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492
Email