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Jamie Gump Losito

CANOPY 360 WEALTH, LLC·OCALA, Florida
CFPSeries 7Series 66SIE
Unclaimed Profile
104 SE 1ST AVENUE, OCALA, FL 34471CRD# 5988247Firm CRD# 296771
01

About

Jamie Gump Losito is a registered financial advisor based in OCALA, Florida, affiliated with CANOPY 360 WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CANOPY 360 WEALTH, LLC
CANOPY 360 WEALTH, LLC
AUM
$261M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CANOPY 360 WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5988247
Firm CRD# 296771
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jamie Gump Losito offer?
Jamie Gump Losito specializes in Financial Planning, Investment Management. Contact their office in OCALA, Florida for a consultation.
What are Jamie Gump Losito's credentials?
Jamie Gump Losito holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jamie Gump Losito located?
Jamie Gump Losito is based in OCALA, Florida, working with CANOPY 360 WEALTH, LLC. Their office serves clients in the OCALA metropolitan area and surrounding communities.
How does Jamie Gump Losito charge for services?
Jamie Gump Losito's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANOPY 360 WEALTH, LLC?
CANOPY 360 WEALTH, LLC has approximately 9 employees and manages $261M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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