Jason M. Mosher, MBA

Jason M. Mosher, an Investment Advisor Representative, brings a unique blend of academic knowledge, professional licensing, and practical experience to our team. He holds the Series 7 and Series 65 licenses, along with a New York State insurance license, enabling him to provide clients with comprehensive financial guidance.

Jason graduated from McQuaid Jesuit High School and earned his bachelor’s degree in finance with a minor in economics from Saint John Fisher University, where he also completed his Master of Business Administration.

His passion for finance began long before his formal education, inspired by observing his father’s career. This passion led him to join the team at Sheppard Mosher, where he’s excited to work alongside his father and meet many of the firm’s clients.

When not in the office, Jason enjoys the great outdoors. In winter, you can often find him skiing down the slopes, while in the summer, he spends quality time with family and friends outdoors, believing that a balanced life is key to personal and professional success. Additionally, he has a favorite spot for dining, Simply Crepes.

Jason is proud to serve clients in the Finger Lakes region and beyond, and he looks forward to contributing to the continued success of Sheppard Mosher and its esteemed clientele.