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 40Vernal: 1818 West Highway 40
Roosevelt: 200 North
Duchesne: Main Street
Altamont: 15675 West
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May 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.
