Jamie Gump Losito
Investment adviser representative at Canopy 360 Wealth, LLC
7 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$382.8MFirm assets
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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
- Seminars and workshops
Experience
7 years in the industry.
- Canopy 360 Wealth, LLCAug 2018 to now
- Canopy Wealth 360, LLCAug 2018 to now
- Financial Services International Corp.Feb 2018 to Aug 2018
- United Advisors ServicesFeb 2018 to Aug 2018
- Raymond James & Associates, Inc.Dec 2011 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Canopy 360 Wealth, LLC
$382.8MAssets managed
341Clients
6Advisers
8 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
- 5988247
- Firm CRD
- 296771