John Thomas Mooser

Employer firm

Bluespring Wealth Management, LLC CRD 152667

$5.43B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2026 → Present
  Kestra Financial Inc.
  Walnut Creek, CA
• 05/2023 → 07/2023
  Amwins
  Tampa, FL
• 05/2022 → 08/2022
  Dick's Sporting Goods
  Louisville, KY
• 05/2021 → 08/2021
  Louisville Title Agency
  Louisville, KY
• 08/2020 → 05/2024
  University Of Kentucky
  Lexington, KY
• 08/2016 → 05/2020
  Trinity High School
  Louisville, KY
• 07/2024 → 10/2025
  Clarivise Private Wealth
  Alpharetta, GA
• 10/2025 → 05/2026
  Bedell Frazier Investment Counselling
  Walnut Creek, CA
• 02/2026 → 05/2026
  Capital Planning Advisors Llc
  Roseville, CA

Previous Registrations

• 2026-01-12 → 2026-06-08
  Bedell Frazier Investment Counselling, Llc.
  Walnut Creek, CA
• 2026-03-04 → 2026-06-08
  Capital Planning Advisors Llc
  Walnut Creek, CA
  Roseville, CA

Other Businesses

Bedell Frazier Investment Counselling, LLC; Investment-related; 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596; Investment Adviser; Investment Adviser Representative; 10/2025; 160; 160; Investment Adviser Representative

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-12

Other Names

• J.T. Mooser