Jason W. Packham

FISHER\SMB

Vancouver, WA 98684

Some features on this profile are disabled

CRD#: 4552853

Professional summary

Jason Wayne Packham is a registered financial advisor currently at FISHER\SMB located in Vancouver, Washington.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jason has worked at 11 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Wayne Packham's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 8, 2024 - Present

FISHER\SMB

Office #1: 222 Ne Park Plaza Drive Suite 205, Vancouver, WA 98684

RIA

CRD#: 331205

Vancouver, WA

Past

April 22, 2021 - July 3, 2024

FISHER INVESTMENTS

RIA

CRD#: 107342

Camas, WA

Past

March 29, 2018 - October 23, 2020

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

October 4, 2011 - May 6, 2016

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

Past

March 13, 2009 - July 25, 2011

MUTUAL OF AMERICA SECURITIES LLC

CRD#: 27878

LYNNWOOD, WA

Past

March 13, 2009 - July 25, 2011

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

CRD#: 15356

LYNNWOOD, WA

Past

January 1, 2008 - March 11, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PORTLAND, OR

Past

July 24, 2007 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

PORTLAND, OR

Past

October 25, 2005 - November 22, 2006

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

TIGARD, OR

Past

August 19, 2004 - September 12, 2005

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

June 27, 2002 - July 23, 2004

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FISHER\SMB

FISHER RETIREMENT SOLUTIONS LLC | FISHER\SMB

CRD#: 331205 / SEC#: 801-130272

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(7/8/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/3/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/16/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/22/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/23/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/26/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FISHER\SMB

FISHER RETIREMENT SOLUTIONS LLC | FISHER\SMB

CRD#: 331205 / SEC#: 801-130272

RIA

Registered Investment Advisory firm - (5/31/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6404 International Parkway Suite 1100, Plano, TX 75093

Mailing Address

Phone number

(888) 674-4504

Established

Firm type

Fiscal year end

# of Employees

133

SEC notice filing (48 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/20/2025)

Regulatory assets under management

Total Number of Accounts	1,768
AUM (Assets Under Management)	$ 5,461,349,416

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregory Bowen

MARINER WEALTH

IAR

Portland, OR

Jason Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Vancouver, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason W. Packham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Wayne Packham's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISHER INVESTMENTS

LINCOLN FINANCIAL DISTRIBUTORS, INC.

ADP BROKER-DEALER, INC.

MUTUAL OF AMERICA SECURITIES LLC

MUTUAL OF AMERICA LIFE INSURANCE COMPANY

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

WELLS FARGO INVESTMENTS, LLC

HIMCO DISTRIBUTION SERVICES COMPANY

GLOBAL ATLANTIC DISTRIBUTORS, LLC

Primary Firm SEC Registration

FISHER\SMB

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2007

Series 63

Date: 7/16/2002

Series 7TO

Date: 12/22/2022

SIE

Date: 10/1/2018

Series 7

Date: 7/23/2007

Series 6

Date: 6/26/2002

Current Firm

FISHER\SMB

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FISHER\SMB

TRUST BUT VERIFY

Similar Advisors