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Jana Marie Losser

Wilson-Davis & CO., Inc.

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About Jana Marie Losser

Jana Marie Losser is a financial professional with experience in the securities industry. Jana has held several positions at firms including Alpine Securities Corporation and Wilson-Davis & CO., Inc.. Jana is currently registered with Wilson-Davis & CO., Inc. and holds the Series 27, SIE, and Series 99 licenses.

Firm Information

Jana Losser is currently registered with Wilson-Davis & CO., Inc.. Wilson-Davis & CO., Inc. is a Corporation formed in 1968 and is registered in 53 states and the SEC. They have been involved in 57 regulatory events and 1 arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jana Losser’s Registration & Firm History

UT

03/12/2024 - Present

Wilson-Davis & CO., Inc. (SALT LAKE CITY UT)

UT

10/08/2021 - 02/22/2024

ALPINE SECURITIES CORPORATION (SALT LAKE CITY UT)

UT

12/17/2015 - 02/19/2021

ALPINE SECURITIES CORPORATION (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 01/29/2024

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2015

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jana Marie Losser.
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