![James Paul Pacholek](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
James Paul Pacholek active positions
Companies | Position | Start | End |
---|---|---|---|
CMG Global Holdings LLC
![]() CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients. | Chief Executive Officer | 2020-04-30 | - |
Career history of James Paul Pacholek
Former positions of James Paul Pacholek
Companies | Position | Start | End |
---|---|---|---|
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 2008-09-30 | 2020-04-30 |
Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | 2000-11-30 | 2007-04-30 |
Statistics
International
United States | 4 |
Operational
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Sectoral
Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
CMG Global Holdings LLC
![]() CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients. | Finance |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
Fidelity Investments Tax-Exempt Services Co. |
- Stock Market
- Insiders
- James Paul Pacholek
- Experience