Eric Mosser has been an investment adviser representative at West Wealth Group since July 2026, and is not listed among the firm’s executive officers or direct owners.
West Wealth Group, LLC is an Irvine, CA firm with $617M under management, 2,746 clients and 13 advisers across 6 offices, as of its September 2026 filing.
Eric Mosser’s longest registration was 3 years at Edward Jones (2018–2021). Before joining West Wealth Group in 2026, Eric Mosser was registered through LPL Financial LLC and Charles Schwab & Co., Inc.
- West Wealth Group, LLCCurrent– present · under a yearIrvine, CA · Adviser representative · Firm CRD 316644
- LPL Financial LLC– · 1 yearPalm Desert, CA · Adviser representative · Firm CRD 6413
- Charles Schwab & Co., Inc.– · 3 yearsIndian Wells, CA · Adviser representative · Firm CRD 5393
- Edward Jones– · 3 yearsIndian Wells, CA · Adviser representative · Firm CRD 250
- Waddell & Reed– · under a yearRiverside, CA · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Eric Mosser is registered as an investment adviser representative in California, since July 2026.
- CaliforniaSince 22 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 September 2017 |
| Series 7 | General Securities Representative Examination | 11 July 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Dana Mosser
- CRD
- 6772605
- Firm
- West Wealth Group · CRD 316644
- Office
- 2 PARK PLAZA, SUITE 800, Irvine, CA 92614
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Mosser work?
Eric Mosser is an investment adviser representative registered through West Wealth Group, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Eric Mosser a financial advisor?
Yes. Eric Mosser has a current investment-adviser registration in California, through West Wealth Group since July 2026.
How many years of experience does Eric Mosser have?
Eric Mosser has 8 years in the financial industry, since November 2017, across 5 adviser firms.
What exams has Eric Mosser passed?
Eric Mosser has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2017. FINRA credited Eric Mosser with the SIE, which began in October 2018.
Where did Eric Mosser work before West Wealth Group?
Before West Wealth Group, Eric Mosser was registered through LPL Financial LLC, April 2025 to July 2026; Charles Schwab & Co., Inc., October 2021 to April 2025; Edward Jones, January 2018 to August 2021; Waddell & Reed, September 2017 to November 2017.
Where is Eric Mosser based?
Eric Mosser’s registered office is in Irvine, CA.
Is Eric Mosser registered with FINRA?
No. Eric Mosser has no current broker registration.
How can I verify Eric Mosser’s record?
Search CRD 6772605 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Mosser’s full registration record.
