Jason James Mosher

Current Employers

Employment History

• 07/2005 → Present
  Sheppard Mosher & Associates
  Canandaigua, NY
• 09/2014 → 08/2022
  Kalos Capital
  Alpharetta, GA
• 09/2014 → 08/2022
  Kalos Management
  Alpharetta, GA
• 08/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 08/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2014-09-05 → 2022-09-30
  Kalos Management
  Cananduiqua, NY
  Ponte Vedra Beach, FL
• 2006-06-05 → 2014-09-05
  Wall Street Financial Group, Inc.
  Rochester, NY
  Canandaigua, NY
  Canandaigua, NY

Other Businesses

1. TOWN OF SENECA, NY, POSITION: Council Member NATURE: Perform Executive decisions for the Town of Seneca with a council consisting of 5 members. I am one of five. I have no financial authority or check writing privileges on behalf of the municipality. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012, ADDRESS: 3675 Flint Road, Stanley NY 14561, DESCRIPTION: Attend monthly municipal meetings, 1-3 per mos. Be available to discuss issues relative to the Town of Seneca. 2. SHEPPARD MOSHER, POSITION: Financial Planner NATURE: Sale of Life Insurance, Equity Index Annuities and Fixed Annuities. Licenses held through Specific Solutions, Williamsville, NY and Advisors Excell, Topeka, KS. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/12/2015, ADDRESS: 2525 Rt. 332, Canandaigua NY 14424, DESCRIPTION: Perform Due Diligence on Insurance, Equity Indexed Annuities and Fixed Annuities for Prospects and Clients. Sales of Insurance, Equity Indexed Annuities and Fixed Annuities.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-03
• S63 Uniform Securities Agent State Law Examination
  1998-06-29

Designations

Other Names

• Jason J Mosher