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JM
JM
James Carmichael Mcclendon
The Pacific Financial Group, INC.
28 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
The Pacific Financial Group, INC.
Compensation
Fee-Only (AUM)
Firm Size
14 advisors
Number of Clients
15,437 clients
Average Client Portfolio
$266K average
Assets Under Management
$4.1B
Fee Structure
Minimum Investment:
None
Financial Planning:
Investment management only
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Location
777 108th Avenue Ne, Suite 2100, Bellevue, WA, 98004
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
April 2003
Settled
Customer Dispute
August 2002
Withdrawn
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
The Pacific Financial Group, INC.
May 1997 - Present · 28 yrs 9 mos
State Registrations
1 state
WA
Advisor
Exams
No exam information available for this advisor.