James S Packard

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2024-01-25

UT RA
APPROVED

Since 2024-01-25

Branch Locations

2225 Washington Blvd #125, Ogden, UT 84401-6886 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2023	Present
Alchemy Leadership And Learning	Riverdale	UT	05/2023	09/2023
The Brooks Group	Greensboro	NC	05/2022	03/2023
Franklincovey	Salt Lake City	UT	10/2013	05/2022

11/2023 → Present

Edward Jones

St Louis, MO
05/2023 → 09/2023

Alchemy Leadership And Learning

Riverdale, UT
05/2022 → 03/2023

The Brooks Group

Greensboro, NC
10/2013 → 05/2022

Franklincovey

Salt Lake City, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-11

S66 Uniform Combined State Law Examination

2024-01-11

Other Names

Jim Packard
James Packard

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

LPL FINANCIAL LLC

AXXCESS WEALTH MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AMERIPRISE FINANCIAL SERVICES, LLC

KEY INVESTMENT SERVICES LLC

ASCEND INVESTMENT PARTNERS

Other Investors

Craig F Umbrell

JOHN DAVID GORDON

MARLI J MERRILL

JONATHAN B ADAMS

Richard R Horlacher

MICHAEL D ROLLO

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OGDEN, UT

WELLS FARGO CLEARING SERVICES, LLC · OGDEN, UT

LPL FINANCIAL LLC · OGDEN, UT

AXXCESS WEALTH MANAGEMENT, LLC · Ogden, UT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Ogden, UT

AMERIPRISE FINANCIAL SERVICES, LLC · Ogden, UT

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · OGDEN, UT

KEY INVESTMENT SERVICES LLC · Ogden, UT

More in Ogden, UT

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