Profile
Mr. James P.
Pacholek is a Managing Partner & Chief Executive Officer at CMG Global Holdings LLC.
He has been in the financial services industry since 2000.
Mr. Pacholek was employed as a Financial Advisor by Wells Fargo Advisors Financial Network LLC and a Financial Advisor by Fidelity Investments Tax-Exempt Services Co.
James Paul Pacholek active positions
| Companies | Position | Start |
|---|---|---|
CMG Global Holdings LLC
CMG Global Holdings LLC Investment ManagersFinance CMG Wealth Management offers clients continuous and ongoing supervision of their custodial accounts on both a discretionary and nondiscretionary basis. Their services provide additional investment opportunities among stocks, bonds, mutual funds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), options, and additional securities. | Chief Executive Officer | 2018-05-31 |
Former positions of James Paul Pacholek
| Companies | Position | End |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools. | Corporate Officer/Principal | 2020-04-30 |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | 2007-04-30 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance WFAFN favors areas of the market such as large- and mid-cap US stocks and emerging market equities where the risk/return trade-off is attractive. They also believe that investors should reduce risk in their bond portfolios by emphasizing shorter-term and higher-quality bond holdings. The firm may review their client’s current assets and develop a recommended asset allocation based on their individual financial goals and objectives through analytical tools. | Finance |
Fidelity Investments Tax-Exempt Services Co. | |
CMG Global Holdings LLC
CMG Global Holdings LLC Investment ManagersFinance CMG Wealth Management offers clients continuous and ongoing supervision of their custodial accounts on both a discretionary and nondiscretionary basis. Their services provide additional investment opportunities among stocks, bonds, mutual funds, exchange-traded funds (ETFs), Real Estate Investment Trusts (REITs), options, and additional securities. | Finance |
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