Certified by Jacklyn Lozano - Associate Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
Financial PlanningFinancial ConsultantAmeriprise
Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the New York, NY area, Jacklyn Lozano will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Certified by Jacklyn Lozano - Associate Advisor, Ameriprise Financial Services, LLC • Aug 16, 2026
True financial planning is a comprehensive, ongoing approach that starts with helping you define your dreams, developing a plan to help you get there, then tracking your progress along the way, recommending changes where needed.
Find the solutions you need to streamline your financial life today and make the most of your cash reserves with investment and cash management accounts, certificates, credit cards, lending and more.
Life can surprise you. So help protect your family and your assets and meet your retirement needs with your choice of products: life insurance, disability income, auto and home and long-term care, as well as annuities for retirement income.
Ameriprise financial advisors give you access to numerous investment options and brokerage account types, so you can build a portfolio designed to help you achieve your financial goals.
Who is Jacklyn Lozano at Ameriprise Financial Services, LLC?
Jacklyn Lozano is an Associate Advisor at Ameriprise Financial Services, LLC serving clients in New York, NY, helping them set and achieve financial goals.
What financial services does Jacklyn Lozano specialize in?
Jacklyn Lozano specializes in Women's Financial Strategies, Investments, Family Finances, and Investment Management.
Where is Jacklyn Lozano's office located?
Her office is located at 530 5th Ave, 10th Floor, New York, NY 10036, USA.
Does Jacklyn Lozano offer online appointments?
Yes, she offers online appointments as well as onsite services.
How can I contact Jacklyn Lozano at Ameriprise?
You can contact her by phone at +1 917-472-2728 or email at Jacklyn.Lozano@ampf.com.
Can I schedule a consultation with Jacklyn Lozano online?
Yes, consultations can be scheduled online through her contact page: https://www.ameripriseadvisors.com/Jacklyn.Lozano/contact
Are there other Ameriprise financial advisors near Jacklyn Lozano's office?
Yes, nearby Ameriprise advisors include Chris LeBeau, Bill Geraghty, Rex Coons, Joseph M Sullivan, and Jose Pichardo among others.
What nearby places can I visit before or after my appointment with Jacklyn Lozano?
Nearby you can visit the Desigual women's clothing store, UGG NYC Flagship shoe and clothing store, and enjoy a coffee at Kaffe 1668, or have a drink at Diageo Bar.
How can nearby transit and services help me reach Jacklyn Lozano's office?
Jacklyn's office is in a busy area with many financial service providers and businesses nearby, making it easy to find via public transit and convenient to visit other related services like Siena Wealth Advisory Group or Clear Ocean Capital Advisors.
Where can I find more information about Ameriprise Financial Services?
More information is available on their LinkedIn page and the official advisor website at https://www.ameripriseadvisors.com/Jacklyn.Lozano/. Also, FINRA’s BrokerCheck website provides details on advisors.
This information is certified by Jacklyn Lozano - Associate Advisor, Ameriprise Financial Services, LLC and published from the brand's official system of record. Data is distributed through an enterprise-grade knowledge management platform. Learn more about our data sources
Certified August 16, 2026Yext Knowledge Graph
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