James L. Losey Sr.
Registered Assistant
Jim Losey Sr., has been helping folks with their financial planning needs for over 35 years. He has been an influential voice in his client’s lives both professionally and as a committed neighbor in the community.
After a stint in the US Marine Corps as a helicopter pilot in Viet Nam, Jim had a rewarding career as a commercial pilot. He followed this up by transitioning into starting a financial services firm with the initial goal of helping his fellow pilots with their investing and financial decision making. Now in his 80s Jim is still going strong, helping his clients and shouldering a big part of the investment research efforts of the firm.
Jim resides in Newbury Park and enjoys the close proximity of most of his children, grandchildren and great-grandchildren, as well as their respective spouses. He is very active in his church as well as the local community. On occasion he still runs into people around town who he had coached in various youth sports decades earlier.