https://padlet.com/jasonmosher/about Based in Canandaigua, NY, Financial Planner Jason Mosher leads the financial firm Sheppard Mosher and offers coordinated investment advisory and portfolio management solutions. Industry focused, Jason Mosher stays on top of trends that impact his clients and keeps them informed as new portfolio allocation strategies emerge. Mr. Mosher entered the financial business through the encouragement of a childhood coach and began his career in 1995. Since partnering to establish his current firm in 2005, he has implemented an endowment model philosophy to wealth accumulation and perfected allocation pathways that incorporate annuities and life insurance holdings. Highly qualified, he maintains insurance licenses in a number of states as well as FINRA Series 6, 7, 65, and 63 licenses. Through the company site, he offers a RiskAlyze tool that enables clients to determine the level of investment risk they are most comfortable with. Family focused, he has two children and his wife practices as a certified social worker with the Canandaigua VA Medical Center. 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. en-us 2020-12-03 07:10:31 UTC 2021-07-27 02:26:14 UTC hello@padlet.com jasonmosher https://padlet.com/jasonmosher/about/wish/1653127225 A certified financial planner professional in Canandaigua, NY, Jason Mosher co-founded Sheppard Mosher in 2005. At the Canandaigua, NY-based financial planning firm, Jason Mosher helps clients with their investments and prepare for retirement.]]> 2021-07-17 02:58:22 UTC https://padlet.com/jasonmosher/about/wish/1653127225 jasonmosher https://padlet.com/jasonmosher/about/wish/1661620578 Canandaigua, NY-based wealth manager Jason Mosher is a Certified Financial Planner professional and the co-founder of Sheppard Mosher. Committed to helping clients invest to meet their financial goals, Jason Mosher of Canandaigua, NY, has special expertise in index funds and exchange traded funds (ETFs).]]> 2021-07-27 02:25:12 UTC https://padlet.com/jasonmosher/about/wish/1661620578