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.

Currency has been around for a long time. Here's a quick history lesson.
06/03/2026

Currency has been around for a long time. Here's a quick history lesson.

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.
06/02/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

How literate are you when it comes to your finances? Brush up with these five basics.
06/01/2026

How literate are you when it comes to your finances? Brush up with these five basics.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
05/29/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/28/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/27/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Explore how inflation has affected purchasing power over the decades with this historical tool.
05/26/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Rooted in the Finger Lakes. Built around relationships.We’re proud to serve the families, business owners, and retirees ...
05/26/2026

Rooted in the Finger Lakes. Built around relationships.

We’re proud to serve the families, business owners, and retirees who call this community home providing independent financial guidance with a personal approach.

Local values. Long-term perspective.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
05/25/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

What can a fairy tale teach us about goal-setting success? Watch our video and find out.
05/22/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

Address

2525 NY/332
Canandaigua, NY
14424

Opening Hours

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

Website

Alerts

Be the first to know and let us send you an email when Sheppard Mosher Independent Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sheppard Mosher Independent Wealth Management:

Shortcuts

Share

Category