James Grant Mosher

Employer firm

Old Peak Finance CRD 154804

$714M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → 02/2023
  Merit Wealth Management, Llc
  Bend, OR
• 02/2018 → 12/2021
  Grant Mosher Consulting, Llc
  Austin, TX
• 09/2018 → 02/2023
  Merit Wealth Management
  Bend, OR
• 01/2016 → 01/2018
  Summit Financial Strategies, Inc
  Columbus, OH
• 02/2018 → 12/2018
  Launchpad Planning, Llc
  Columbus, OH
• 02/2023 → 02/2024
  Bluesky Wealth Advisors, Llc
  New Bern, NC
• 03/2024 → Present
  Old Peak Finance, Llc
  Chapel Hill, NC

Previous Registrations

• 2023-03-09 → 2024-02-28
  Bluesky Wealth Advisors, Llc
  Durham, NC
  New Bern, NC
  Durham, NC
• 2019-01-30 → 2023-03-16
  Merit Wealth Management, Llc
  Franklin, TN

Designations

• Certified Financial Planner

Other Names

• Grant Mosher