James Paul Pacholek
Investment adviser representative at Cmg Wealth Management
17 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$379.4MFirm assets
Are you James Paul Pacholek? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Purshe Kaplan Sterling InvestmentsMar 2021 to now
- Cmg Wealth Management, LLCJun 2019 to now
- Wells Fargo Advisors Financial Network, LLCOct 2018 to May 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2018
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, LA, TX).
Cmg Wealth Management
Legal name: Cmg Global Holdings, LLC
$379.4MAssets managed
332Clients
6Advisers
6 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
- 4324371
- Firm CRD
- 307513