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Jamie Losito

Certified Financial Planner, Managing Partner

Canopy 360 Wealth

United States, Florida, Ocala

About Me

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.

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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