Jason Mosher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sheppard Mosher Independent Wealth in Canandaigua, NY and the surrounding communities.
Financial Advisor Experience
Financial Advisor Certifications
Securities Registrations or Exam Qualifications
7, 6, 63, 65
Designations & Certifications
CERTIFIED FINANCIAL PLANNER™ (CFP®)
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.
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