Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
JACOB JESSE PACKER
JACOB PACKER
CRD#: 6908525
IA
Investment Adviser
B
Broker
INDEPENDENT FINANCIAL PARTNERSCRD#: 125112 476 Cheney Dr. W., Suite 120
Twin Falls, ID 83301
IFP SECURITIES, LLCCRD#: 297287 476 Cheney Dr. W.
Twin Falls, ID 83301
Registration History
2018201920202021202220232024202520262 FIRMS2018 - 2023 (5 years)2 FIRMS2023 - Present (1 year)
License(s)

State Registrations

B
Idaho 9/1/2023
IA
Oklahoma 10/17/2024
IA
Idaho 9/5/2023

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
INDEPENDENT FINANCIAL PARTNERS (CRD#:125112)
476 Cheney Dr. W., Suite 120, Twin Falls, ID 83301
Registered with this firm since 9/5/2023
B
IFP SECURITIES, LLC (CRD#:297287)
476 Cheney Dr. W., Twin Falls, ID 83301
476 Cheney Dr. W., Suite 120, Twin Falls, ID 83301
Registered with this firm since 9/1/2023
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 06/05/2018 - 08/16/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) BOUNTIFUL, UT
B
 04/30/2018 - 08/16/2023 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) BOUNTIFUL, UT
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.