Sheppard Mosher Independent Wealth Management

Sheppard Mosher Independent Wealth Management Our mission is to get to know and understand your needs, wants, and long-term goals. Jason J. Mark L. Mark is a fifth generation native of Ontario County.

Mosher is a CERTIFIED FINANCIAL PLANNER® professional and serves clients as an Investment Advisor Representative. His educational background includes Cayuga Community College and The University at Buffalo. Inspired by a childhood coach who was in the business, Jason began his career in financial services in 1998 and co-founded Sheppard Mosher in 2005. He holds FINRA Series 6, 7, 63 and 65 securiti

es licenses along with insurance licenses in Florida, North Carolina, South Carolina, New Jersey, Massachusetts, New York, New Hampshire and Montana. Jason is active in the community, currently serving as a Town Councilman. He is a past board member of the Rotary Club of Geneva and is a life-long resident of Central New York. He shares his home with his wife of 22 years, Melissa, a certified social worker at the Canandaigua VA Medical Center and their two children Jason and Braedon. Sheppard is a Registered Financial Consultant, RFC® and serves clients as an Investment Advisor Representative. After graduating college, Mark had the good fortune of being mentored by a senior advisor before eventually co-founding his own independent practice with Jason in 2005. Mark holds FINRA Series 6, 7, 63 and 65 securities licenses and insurance licenses in Florida, North Carolina, South Carolina, New Jersey, Massachusetts and New York. He currently serves as a strong community advocate including his 30 year membership in the Rotary Club of Canandaigua volunteering as President in 2001 and is a two time Paul Harris Award Recipient for service. Mark enjoys spending time with his clients and family. One of his favorite avocations is hiking the high peaks in the Adirondacks with his wife of 32 years, Robin, a PhD chemist at Xerox and their two sons.

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
06/17/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
06/16/2026

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

06/15/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
06/12/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Children with special needs may need ongoing help after their parents are gone.
06/11/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
06/10/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Does your business have a retirement strategy that fits your short, long-term needs?
06/09/2026

Does your business have a retirement strategy that fits your short, long-term needs?

To choose a plan, it’s important to ask yourself four key questions.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

Periodic withdrawals in retirement may not be such a good idea.
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Periodic withdrawals in retirement may not be such a good idea.

Taking regular, periodic withdrawals during retirement can be quite problematic.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Sheppard Mosher is an independent, fiduciary financial advisory firm serving clients in Canandaigua, Rochester, and the Finger Lakes region.

Address

2525 NY/332
Canandaigua, NY
14424

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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