James Mosher has been an investment adviser representative at Old Peak Finance since March 2024, and is not listed among the firm’s executive officers or direct owners.
Old Peak Finance LLC is a Chapel Hill, NC firm with $714M under management, 176 clients and 8 advisers in one office, as of its September 2026 filing.
James Mosher’s longest registration was 4 years at Merit Wealth Management, LLC (2019–2023). Before joining Old Peak Finance in 2024, James Mosher was registered through Bluesky Wealth Advisors, LLC and Merit Wealth Management, LLC.
- Old Peak FinanceCurrent– present · 2 yearsChapel Hill, NC · Adviser representative · Firm CRD 154804
- Bluesky Wealth Advisors, LLC– · under a yearDurham, NC · Adviser representative · Firm CRD 116760
- Merit Wealth Management, LLC– · 4 yearsBend, OR · Adviser representative · Firm CRD 148591
Investment adviser representative registrations
James Mosher is registered as an investment adviser representative in North Carolina, since March 2024.
- North CarolinaSince 20 March 2024
Examinations
No examinations are on James Mosher’s record.
- Full name
- James Grant Mosher
- CRD
- 7068224
- Firm
- Old Peak Finance · CRD 154804
- Office
- 100 EUROPA DRIVE, SUITE 410, Chapel Hill, NC 27517
- Registration
- Investment adviser registration
- In the industry since
- February 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does James Mosher work?
James Mosher is an investment adviser representative registered through Old Peak Finance LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is James Mosher a financial advisor?
Yes. James Mosher has a current investment-adviser registration in North Carolina, through Old Peak Finance since March 2024.
How many years of experience does James Mosher have?
James Mosher has 7 years in the financial industry, since February 2019, across 3 adviser firms.
Where did James Mosher work before Old Peak Finance?
Before Old Peak Finance, James Mosher was registered through Bluesky Wealth Advisors, LLC, March 2023 to February 2024; Merit Wealth Management, LLC, January 2019 to March 2023.
Where is James Mosher based?
James Mosher’s registered office is in Chapel Hill, NC.
Is James Mosher registered with FINRA?
No. James Mosher has no current broker registration.
How can I verify James Mosher’s record?
Search CRD 7068224 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Mosher’s full registration record.
