Jason Packham is a registered investment advisor at Fisher\smb, based in Vancouver, WA, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
222 NE Park Plaza Drive, Suite 205, Vancouver, WA, 98684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Fisher\smb
Previous Registrations
Fisher Investments
Lincoln Financial Distributors, INC.Broker
Adp Broker-Dealer, INC.Broker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Wells Fargo Investments, LLCBroker
Hartford Equity Sales Company INC.Broker
Planco Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.