Jason J Mosher

Jason J Mosher [ChFEBC℠, CFP]

23 North Street
Canandaigua, NY 14424

Original Certification Date 3/8/2016
Organization: Sheppard Mosher
Broker Dealer: Kalos Capital

Phone: 585-396-0926 Extension:
Cell: 585-752-4832
Fax: 585-396-0239
Email: jmosher@sheppardmosher.com
Website: www.sheppardmosher.com

States Currently Licensed: FL, MA, MS, MT, NC, NJ, NY, SC
Primary Insurance Companies: Independent financial planner

Services: Financial planning, retirement income strategies, estate planning, tax efficiently

Additional Information: Securities are offered through Kalos Capital Inc. and investment advisory services offered through Kalos Management Inc. both at 11525 Dark Woods Circle, Alpharelta, GA 30005, 678-356-1100. Sheppard Mosher is not an affiliate or subsidiary of Kalos Capital Inc. or Kalos management Inc.