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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Packham is a financial advisor and investment advisor representative registered with Fisher Retirement Solutions LLC in Washington. Jason has over 20 years of experience in the financial services industry, and has worked for several financial institutions. Jason has a wide range of experience in financial planning, portfolio management and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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WA
07/09/2024 - Present
Fisher Retirement Solutions LLC (CAMAS WA)
PA
03/29/2018 - 10/23/2020
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
10/04/2011 - 05/06/2016
ADP BROKER-DEALER, INC. (ROSELAND NJ)
WA
03/13/2009 - 07/25/2011
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (LYNNWOOD WA)
WA
03/13/2009 - 07/25/2011
MUTUAL OF AMERICA SECURITIES CORPORATION (LYNNWOOD WA)
OR
01/01/2008 - 03/11/2009
WACHOVIA SECURITIES, LLC (PORTLAND OR)
OR
07/24/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORTLAND OR)
OR
10/25/2005 - 11/22/2006
WELLS FARGO INVESTMENTS, LLC (TIGARD OR)
CT
08/19/2004 - 09/12/2005
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
06/27/2002 - 07/23/2004
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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