Jared
Losing

Ameriprise Financial Services, LLC

CRD#3263679
Investment Advisor
in Missoula, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Jared Losing is an investment advisor located in Missoula, Montana. Currently a registered investment advisor at Ameriprise Financial Services, LLC, they have gathered 15 years of work experience. Losing has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Losing is able to work with clients in Montana and Texas. Losing has worked their career at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is headquartered in Missoula, Montana, and operates out of 158 locations across the country. In total, Ameriprise Financial Services, LLC manages $313 billion in assets throughout 1,488,886 accounts and employs more than 13,556 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 749,613 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 6% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Ameriprise Financial Services, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2615 Connery Way
Missoula, MT 59808-6536

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Ameriprise Financial Services, LLC Brokerage Details

Total Assets Under Management

$313,282,403,322

MT Average: $5,289,111,388
Total Number of Employees

13,556

MT Average: 157
Total Number of Accounts

1,488,886

MT Average: 8,262
Average Account Size

$210,414

MT Average: $640,173

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jared Losing Work History

Jared has 15 years of experience.

2005 - Present (16 years)

Ameriprise Financial Services, Inc

Disclosures

Jared Losing has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ameriprise Financial Services, LLC

Terri Starliper
Glen Allen, VA
John Lewis
Roseville, CA
Stacey Heikkila
Conshohocken, PA
Milan Smado
Richardson, TX
Mark Leach
Lutherville Timonium, MD
Bennett Hatten
Chesterfield, MO
Dennis Ahlm
Rogers, MN
Jo Kovacich
Hibbing, MN

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started