James Pacholek is a CFP-designated registered investment advisor, based in Plano, TX, with 25 years of industry experience.
Location
2500 Dallas Parkway, Suite 400, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the President/Pastor of First Pentecostal Church of Dallas, spending about 10-20% of his time on church management. He also has 100% ownership in JPP Global Holdings LLC and CMG Global Holdings, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Cmg Wealth Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.