Robert Jamison Packer

Current Employers

Employment History

• 07/2016 → Present
  Ubs Financial Services Inc.
  Ft. Worth, TX

Previous Registrations

• 1998-01-08 → 2004-06-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX

Other Businesses

FWCD Annual Fund Committee Chair / 4200 Country Day Lane Fort Worth,TX 76109 / Other/ Education / K-12 school / Advisor or member of an advisory committee, if the advice given will or may influence the board or other senior management or supervisory board of the organization in question / / Chairing the annual fund drive for FWCD parents / Start Date 4/3/2017/End Date 8/31/2018/School 43343 / 2 hours per week/FWCD Advancement Committee / 4200 Country Day Lane Fort Worth,TX 76109 / Other/ Education / Education of K - 12 grade students / Advisor or member of an advisory committee, if the advice given will or may influence the board or other senior management or supervisory board of the organization in question / / Report annual fund campaign results to board of directors at FWCD / Start Date 4/3/2017/End Date 8/31/2018/School Committee 43343 / 2 hours a week Fort Worth Country Day School / 4200 Country Day LaneFort WorthTexasUnited States76109 / FWCD is a K-12 education facility in Fort Worth, Texas / "The purpose of the Fort Worth Country Day Board of Trustees is to define and guard the School's purpose, mission statement, philosophy and core values (defining statements). It is the Board's responsibility to ensure that these statements are appropriate and significant to the School community and to monitor the success of the School in fulfilling them. To achieve these goals, the Board focuses on long-range and strategic issues. An individual Trustee does not become involved in specific management, personnel or curricular issues. Instead, the Board as a whole is responsible for matters, including: ? The overriding policies, philosophies and strategic plans of the School ? The financial stability and the financial future of the School ? The preservation and growth of capital assets and endowments ? The selection, support and evaluation of the head of School The Head of School implements the policies of the Board and serves as the chief administrative officer of the School. The Board of Trustees and the Head of School work together to ensure the success and future of Fort Worth Country Day." / Member of Board of directors / Start Date: 5/18/2022 NAME OF OTHER BUSINESS: Healing Shepherd Clinic / INVESTMENT RELATED?: N / ADDRESS:1350 E. Lancaster Ste 120, Fort Worth,TX/ NATURE OF THE BUSINESS: Serving as the President of the Board of Directors for the Tarrant County Healing Shepherd Clinic / POSITION: Member of Board of Directors / DUTIES: Help advise, lead and guide the Healing Shepherd Clinic Board of Directors / START DATE:12/30/2022 / HOURS DEVOTED TO BUSINESS: NA_

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-29
• S66 Uniform Combined State Law Examination
  1998-01-02

Other Names

• Robert J Packer
• Jamie Packer
• R. Jamison Packer