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Jason Michael Mosher

Arkadios Wealth Advisors

Canandaigua, NY

CRD 7703679

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Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-20
  • NY RA
    APPROVED
    Since 2025-08-20

Branch Locations

2525 Route 332, Canandaigua, NY 14424 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arkadios Wealth Advisors Atlanta GA 07/2025 Present
Student Hall NY 07/2015 10/2018
Bj's Wholesale Club Geneva NY 10/2018 07/2019
Student Hall NY 07/2019 12/2019
Starbucks Canandaigua NY 12/2019 03/2023
Sheppard Mosher Canandaigua NY 06/2022 08/2022
Sheppard Mosher Canandaigua NY 03/2023 Present
Arkadios Capital Atlanta GA 07/2025 Present
  • 07/2025 → Present
    Arkadios Wealth Advisors
    Atlanta, GA
  • 07/2015 → 10/2018
    Student
    Hall, NY
  • 10/2018 → 07/2019
    Bj's Wholesale Club
    Geneva, NY
  • 07/2019 → 12/2019
    Student
    Hall, NY
  • 12/2019 → 03/2023
    Starbucks
    Canandaigua, NY
  • 06/2022 → 08/2022
    Sheppard Mosher
    Canandaigua, NY
  • 03/2023 → Present
    Sheppard Mosher
    Canandaigua, NY
  • 07/2025 → Present
    Arkadios Capital
    Atlanta, GA
Other Businesses

Insurance and Fixed Annuity sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-20
  • S65 Uniform Investment Adviser Law Examination
    2025-08-20

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
SIMCO FINANCIAL
PFS INVESTMENTS INC.

Nearby Investors

RUSSELL JOSEPH BARONE
MARC ANDREW SIMMONS
JASON JAMES MOSHER

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · CANANDAIGUA, NY
SIMCO FINANCIAL · CANANDAIGUA, NY
ARKADIOS WEALTH ADVISORS · Canandaigua, NY

More in Canandaigua, NY

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