Jake Packham is a registered investment advisor at LPL Financial LLC, based in Roosevelt, UT. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
823 East 200 North, Roosevelt, UT, 84066
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Regulatory History (1)
Financial
May 2020Other Business Activities
Jake operates under the DBA Mountain America Investment Services for his LPL business. He also has ownership in Packham Group, LLC and The Social Side Collective, LLC, both business entities for tax/investment purposes only, and works as a notary for Mountain America Credit Union, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.