Jacob Packer (CRD# 6908525) is an Investment Advisor Representative working at Independent Financial Partners in Twin Falls, ID and has over 6 years of experience in the finance industry.
CRD# 6022002
Lpl Financial LLC
CRD# 5640098
State Farm Investment Management Corp.
CRD# 6484233
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Tampa, FL | Sep 2023 - Current | < 1 |
| Independent Financial Partners | Tampa, FL | Sep 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Kaysville, UT | Feb 2018 - Aug 2023 | 5 |
| Wells Fargo Bank, Na | Kaysville, UT | Sep 2016 - Aug 2023 | 6 |
| Wendys | Kaysville, UT | Nov 2017 - Dec 2017 | < 1 |
| Navy Federal Credit Union | Moyock, NC | Sep 2015 - Aug 2016 | < 1 |
| Unemployed | 103 Riddle Ct, NC | Jul 2015 - Sep 2015 | < 1 |
| Wasatch Peaks Credit Union | South Ogden, UT | Mar 2015 - Jul 2015 | < 1 |
| Unemployed | West Haven, UT | Dec 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- ID
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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