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Jason James Mosher

Arkadios Wealth Advisors

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About Jason James Mosher

Jason Mosher is a financial professional with over 24 years of experience in the industry. Jason currently works as a Registered Representative and Investment Adviser Representative at Arkadios Wealth Advisors. Jason has held previous positions at Kalos Capital, Inc., Wall Street Financial Group, Inc., and Pruco Securities, LLC. Jason holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Jason has a background in financial planning and insurance, and has been a Certified Financial Planner since 2015. Jason is also a Council Member for the Town of Seneca, New York.

Firm Information

Jason Mosher is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Mosher’s Registration & Firm History

NY

08/17/2022 - Present

Arkadios Wealth Advisors (Canandaigua NY)

NY

09/05/2014 - 09/30/2022

KALOS CAPITAL, INC. (Canandaigua NY)

NY

07/01/2005 - 09/05/2014

WALL STREET FINANCIAL GROUP, INC. (CANANDAIGUA NY)

NJ

06/30/1998 - 07/07/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/03/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/29/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason James Mosher.
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