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Jared Losing, Private Wealth Advisor serving the Missoula, MT area - Ameriprise Advisors

Jared Losing

CFP®, CMFC

Private Wealth Advisor

Granite Peak Wealth Advisors

An Ameriprise Private Wealth Advisor

25
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

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

Education

  • B.S. in Business Administration with Finance emphasis

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2016-2024
  • Forbes Best-in-State Wealth Advisors, 2018-2024
  • Ameriprise Circle of Success, 2012-2023

Professional associations

  • Financial Planning Association

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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

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.