Jana Marie Losser
Professional Summary
Jana Marie Losser, who also goes by Jana Marie Tew, is a registered financial advisor currently at ATLAS CLEARING, INC. located in Salt Lake City, Utah. Jana is registered as a RR (Registered Representative) and started their career in finance in 2015. Jana has worked at 2 firms and has passed the SIE, Series 99 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jana Marie Tew
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
ATLAS CLEARING, INC. | WILSON-DAVIS & CO., INC.
Contact Information
Main Address
136 South Main Street Suite 500, Salt Lake City, UT 84101-2104Mailing Address
P.o. Box 11587, Salt Lake City, UT 84147-0587Phone Number
(801) 532-1313Established
Utah since 11/12/1968Firm Type
CorporationFiscal Year End
JuneFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
57Arbitration
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OSAIC WEALTH, INC.
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jana Marie Losser's CRS (Customer Relationship Summary).
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OSAIC WEALTH, INC.
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