Meet the Investment Team

Jake Packham

Wealth Advisor


Jake Packham is a wealth advisor serving the Vernal, Roosevelt and Duchesne areas. He joined Mountain America Investment Services in 2025 and has six years of previous financial services experience, including over two years at Mountain America Credit Union.

When working with Jake, clients receive knowledgeable guidance tailored to their specific financial circumstances. He holds several professional credentials including Series 7 and 66 licenses through LPL Financial. He also holds life insurance licenses. Jake specializes in creating comprehensive financial plans that help provide protections, stability and improved financial outcomes for both present and future needs.

Jake is enthusiastic about serving the Basin area, where the hard-working, honest and service-oriented community members deserve quality financial care. He takes pride in developing strategies that offer clients peace of mind throughout their financial journey.



Branches served

Vernal: 801 West Highway 40
Vernal: 1818 West Highway 40
Roosevelt: 200 North
Duchesne: Main Street
Altamont: 15675 West


CONDUCT BACKGROUND CHECK
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 America Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mountain America 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 America Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government AgencyNot Credit Union Guaranteed
Not Credit Union Deposits or ObligationsMay Lose Value

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
LPL Financial Form CRS.