Jason Wayne Packham
Investment adviser representative at Fisher\smb
10 yearsExperience
1 stateRegistered in
$6.8BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Fisher\smbJul 2024 to now
- Fisher Retirement Solutions LLCJul 2024 to now
- Fisher InvestmentsApr 2021 to Jul 2024
- UnemployedNov 2020 to Mar 2021
- Lincoln Financial DistributorsMar 2018 to Oct 2020
- Dick Hannah Motor GroupNov 2017 to Mar 2018
- Deschutes Investment ConsultingApr 2017 to Nov 2017
- UnemployedApr 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (WA).
Fisher\smb
Legal name: Fisher Retirement Solutions LLC
$6.8BAssets managed
1,848Clients
70Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4552853
- Firm CRD
- 331205