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Jason Michael Mosher

Arkadios Wealth Advisors

Canandaigua, NY

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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

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PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CL WEALTH MANAGEMENT LLC
VANDERBILT ADVISORY SERVICES

Other Investors

RUSSELL JOSEPH BARONE
MARC ANDREW SIMMONS
JASON JAMES MOSHER
DAVID RICHARD STALKER
THOMAS WAYNE KINGSLEY
TIMOTHY JON VEAZEY
Ryan Martin
WADE ANDREW SARKIS

Other Offices

COMMONWEALTH FINANCIAL NETWORK · CANANDAIGUA, NY
SIMCO FINANCIAL · CANANDAIGUA, NY
ARKADIOS WEALTH ADVISORS · Canandaigua, NY
PFS INVESTMENTS INC. · CANANDAIGUA, NY
COMMONWEALTH FINANCIAL NETWORK · Canandaigua, NY
COMMONWEALTH FINANCIAL NETWORK · Canandaigua, NY
CETERA INVESTMENT ADVISERS LLC · CANANDAIGUA, NY
J.P. MORGAN SECURITIES LLC · CANANDAIGUA, NY

More in Canandaigua, NY

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