Jason Mosher
Co-Founder in Canandaigua, NY, US
The founder and senior partner of Canandaigua, NY’s Sheppard Mosher, Jason Mosher provides a range of financial planning and investment management services. Under Jason Mosher’s leadership, his firm is equipped to guide and assist clients in areas ranging from annuities to life insurance. Over the years, firm representatives have appeared on Wall Street Select and CNN, as well as the local affiliates of all four major broadcast networks.
Mr. Mosher holds series 6, 7, 63 and 65 FINRA securities licenses and insurance licenses in New York, New Jersey, New Hampshire, Massachusetts, North Carolina, South Carolina, Florida, and Montana.
Beyond his work at Sheppard Mosher, he is a sitting town councilman and an active member of the Financial Planning Association. He formerly served as a board member with the Rotary Club of Geneva. In his free time, he enjoys relaxing around the house with his wife and two children.
Securities are offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta GA, 30005, (678) 356-1100. Sheppard Mosher is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.