Jamie Gump Losito

Employer firm

Canopy 360 Wealth, LLC CRD 296771

$383M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 02/2018
  Raymond James & Associates, Inc.
  The Villages, FL
• 02/2018 → 08/2018
  United Advisors Services
  New York, NY
• 02/2018 → 08/2018
  Financial Services International Corp.
  Edmonds, WA
• 08/2018 → Present
  Canopy Wealth 360, Llc
  Ocala, FL

Previous Registrations

• 2018-05-04 → 2018-07-23
  Fsic
  Ocala, FL
• 2014-05-08 → 2018-02-01
  Raymond James & Associates, Inc.
  The Villages, FL

Other Businesses

(1)Name of Business : Rotary Club of The Villages Evening Address: Ocala, FL Nature of the Business: Board Member/Officer/Director Position/Title: Board Member/Officer/Director Investment Related:No Start Date: 07/01/2015 Hours per month devoted to this business: 15 Hours per month devoted to this business during trading hours: 0 Description of duties: President

Exams

• S66 Uniform Combined State Law Examination
  2014-05-05

Designations

• Certified Financial Planner