Skip to main content

Our financial advice team


Jared Losing Ameriprise Financial Advisor

Jared Losing

CFP®, CMFC®

Private Wealth Advisor

Franchise Owner
Granite Peak Wealth Advisors
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Small Business
  • Saving for Education

Interests

I am married with one daughter and one son.

I enjoy spending time with my family and taking part in many outdoor activities including fishing, boating and golf.

Community participation

As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work

  • National Advisory Board for Grizzly Athletics
  • Grizzly Scholarship Association Board Member
  • Volunteer for Montana Food Bank Network
  • Missoula Chamber of Commerce Member

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2016-2020
  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Ameriprise Circle of Success, 2012-2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CMFC® Chartered Mutual Fund Counselor℠

Education

  • B.S. in Business Administration with Finance emphasis

Professional associations

  • Financial Planning Association
Newsletter

to receive my newsletters and other financial and market information