Drawing upon more than two decades of experience, Canandaigua, NY’s Jason Mosher is an Investment Advisor Representative and Certified Financial Planner Professional who serves clients throughout central New York via Sheppard Mosher. Jason Mosher co-founded the Canandaigua, NY-based firm in 2005 after accruing 7 years of experience in the financial services industry.

In addition to assisting community members with retirement planning (including Roth IRAs and 401K accounts), Mr. Mosher is a member of the town council. His wife, meanwhile, works at the Canandaigua VA Medical Center. He previously served on the board of the Rotary Club of Geneva, and remains active in his community.

Mr. Mosher attended the University at Buffalo and holds FINRA Series 6, 7, 63, and 65 licenses. He is also permitted to sell insurance products in eight states. Outside of his professional endeavors, he enjoys hiking, traveling, and following his favorite sports teams, which include the New York Yankees (MLB) and Buffalo Bills (NFL).

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.