Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
Roosevelt, UT 84066
LPL Financial
Institution
Jake Packham is a financial advisor with LPL Financial, holding a Series 66 designation and possessing one year of industry experience. His prior roles include positions at Mountain America Credit Union and Simplify Home Loans. Outside of advisory work, he is involved with two business entities, PACKHAM GROUP, LLC and The Social Side Collective, LLC, which are maintained for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, and provides model portfolios and research from multiple sources.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Roosevelt, UT
823 East 200 North
Roosevelt UT 84066
Advisors at this office
1
Utah
1 year of industry experience
Mountain America Credit Union
2025 - Present • 1 year
Vernal, UT
LPL Financial LLC
2025 - Present • 1 year
Vernal, UT
Mountain America Credit Union
2022 - 2025 • 3 years
Sandy, UT
Simplify Home Loans
2020 - 2022 • 2 years
American Fork, UT
Max Fitness
2019 - 2020 • 1 year
Auburn, AL
Vasa Fitness
2016 - 2019 • 3 years
Orem, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Roosevelt, UT
Commonwealth Financial Network
Ryan Snow is a financial advisor with Commonwealth Financial Network, holding a Series 65 designation and 15 years of industry experience. He has owned and operated Burdick Paving since 2005. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs, technology, and operational services. The firm offers discretionary model portfolios and customized investment solutions while providing back-office and compliance support to affiliated advisors.
Series 63, Series 66
Lapoint, UT
Edelman Financial Engines
Shad Spurgin is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, E*TRADE Securities, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term orientation.
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