Jake Packham
Wealth Advisor | Retirement Planning | Investment Services
- Role
- Wealth Advisor at Mountain America Investment Services
- Location
- Vernal, UT, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor
Mountain America Investment Services
Mar 2025 — Present · Vernal, UT, US
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Mountain America Credit Union and Mountain American Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain American Investment Services, and may also be employees of Mountain America Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain America Credit Union or Mountain American Investment Services. Securities and insurance offered through LPL or its affiliates are: Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May lose valueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Canyon Ridge High School
High School Diploma
2009 — 2013
Utah Valley University
Bachelor of Business Administration (B.B.A.)
2015 — 2019
Skills
- Management
- Sales
- Training
- Leadership
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