Jamie is a high honors graduate from the University of Florida, Warrington College of Business, where she received a bachelor's degree in Business Administration and a minor in Mass Communications. Shortly before entering the investment advisory business, while working as a tax preparer, Jamie began her studies with New York University's CFP certification program. Jamie fulfilled her requirements to carry the designation in October 2013 and began working with Lance Powers in November 2013.
Jamie Losito
Certified Financial Planner, Managing Partner
Canopy 360 Wealth
United States, Florida, Ocala
About Me
Profile Information
Certified Financial Planner, Managing Partner
Canopy 360 Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Ocala
Florida
United States
Jul 28, 2025
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