Jason Mosher

Sustained Financial Results in Canandaigua, NY

Meeting the needs of clients in Canandaigua, NY, Jason Mosher is a Certified Financial Planner who guides Sheppard Mosher. Since the late 1990s, Jason Mosher has provided families with attainable strategies for growing and preserving wealth across a range of market conditions. His wealth management approach is one that is independent and emphasizes long-term investment results while taking advantage of current trends.

Mr. Mosher has an academic background that encompasses the State University of New York at Buffalo, and Cayuga Community College. His qualifications include insurance licenses in several states, including New Hampshire and Montana. He has guided Sheppard Mosher since 2005 and emphasized an endowment model philosophy designed to meet individual retirement objectives.

Maintaining a strong community focus, Mr. Mosher holds town councilman responsibilities in Canandaigua, NY. He is also a Rotary Club of Geneva member who has served on the regional organizational board. Married and with a family to which he devotes much of his time, he also enjoys activities such as travel and hiking when he has the opportunity.

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.

Canandaigua, NY, US