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.

Stay ahead this year with this handy Personal Finance Calendar.
09/02/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
09/01/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

The S&P 500 is ubiquitous. Ever wonder how it works?
08/31/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise v...
08/28/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
08/27/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

As complex as the details of taxes can be, the income tax process is fairly straightforward.
08/26/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the...
08/25/2026

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Check out this video on taxes.
08/24/2026

Check out this video on taxes.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
08/21/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

08/20/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

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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