Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Jesse Packer is a financial advisor at Independent Financial Partners. Jacob has been in the financial industry since May 2018. He is licensed in Idaho and Oklahoma and holds Series 6, 7, 63, and 65 licenses, as well as the SIE. Jacob provides financial planning, educational seminars, and investment advice. He works with individual investors, corporations and non-profit organizations. Jacob's areas of expertise include retirement planning, college savings, and investment management. He is also experienced in providing advice for charitable giving and estate planning. Jacob is committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
ID
10/17/2024 - Present
Independent Financial Partners (Twin Falls ID)
UT
04/30/2018 - 08/16/2023
WELLS FARGO CLEARING SERVICES, LLC (BOUNTIFUL UT)
IA
Issued 06/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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