Jake Matthew Packham

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-05-01

UT RA
APPROVED

Since 2025-05-01

Branch Locations

823 East 200 North, Roosevelt, UT 84066 • United States

1818 W Hwy 40, Vernal, UT 84078 • United States

3986 N 15675 W, Altamont, UT 84001 • United States

39 East Main Street, Duchesne, UT 84021 • United States

801 W Hwy 40, Vernal, UT 84078 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mountain America Credit Union	Sandy	UT	11/2022	03/2025
Simplify Home Loans	American Fork	UT	10/2020	11/2022
Max Fitness	Auburn	AL	04/2019	10/2020
Vasa Fitness	Orem	UT	05/2016	10/2019
Lpl Financial Llc	Vernal	UT	03/2025	Present
Mountain America Credit Union	Vernal	UT	03/2025	Present

11/2022 → 03/2025

Mountain America Credit Union

Sandy, UT
10/2020 → 11/2022

Simplify Home Loans

American Fork, UT
04/2019 → 10/2020

Max Fitness

Auburn, AL
05/2016 → 10/2019

Vasa Fitness

Orem, UT
03/2025 → Present

Lpl Financial Llc

Vernal, UT
03/2025 → Present

Mountain America Credit Union

Vernal, UT

Other Businesses

1.03/12/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mountain America Investment Services; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.03/12/2025; The Social Side Collective, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/24/2023; 4hrs/mth; 1hrs during trading 3.03/12/2025; MOUNTAIN AMERICA CREDIT UNION; Notary; Investment Related; Eagle Mountain,UT; Start Date 01/23/2023; 0hrs/mth; 0hrs during trading 4.03/12/2025; PACKHAM GROUP, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 04/23/2023; 5hrs/mth; 1hrs during trading 5.08/20/2026; jmp_readsbooks; Other; Not Investment Related; at Reported Business Location(s); Start Date 09/01/2026; 10hrs/mth; 4hrs during trading

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-30

S66 Uniform Combined State Law Examination

2025-04-30