Jason Michael Mosher
Investment adviser representative at Arkadios Wealth Advisors
11 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Arkadios CapitalJul 2025 to now
- Arkadios Wealth AdvisorsJul 2025 to now
- Sheppard MosherMar 2023 to now
- Sheppard MosherJun 2022 to Aug 2022
- StarbucksDec 2019 to Mar 2023
- StudentJul 2019 to Dec 2019
- Bj's Wholesale ClubOct 2018 to Jul 2019
- StudentJul 2015 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7703679
- Firm CRD
- 288863