James Paul Pacholek

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Dallas, TX
• 11/2016 → 09/2018
  Wells Fargo Clearing Services, Llc
  Dallas, TX
• 10/2018 → 05/2020
  Wells Fargo Advisors Financial Network, Llc
  Plano, TX
• 06/2019 → Present
  Cmg Wealth Management, Llc
  Plano, TX
• 03/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2018-09-20 → 2020-05-04
  Wells Fargo Advisors Financial Network, Llc
  Plano, TX
  Plano, TX
  Plano, TX
• 2007-10-03 → 2018-09-20
  Wells Fargo Clearing Services, Llc
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Plano, TX
• 2007-05-25 → 2007-07-05
  Citigroup Global Markets Inc.
  Southlake, TX
• 2001-03-29 → 2007-06-12
  Strategic Advisers Llc
  Plano, TX

Other Businesses

FIRST PENTECOSTAL CHURCH OF DALLAS, NOT INVESTMENT RELATED, WYLIE, TX. START: 10/3/16, PRESIDENT/PASTOR, 20 HOURS/MONTH, 0 DURING TRADING, ESTABLISHMENT OF CHURCH AND OVERSEEING THE GENERAL MANAGEMENT AND BUSINESS OF THE CHURCH. JPP GLOBAL HOLDINGS LLC, INV RELATED, SACHSE, TX, 100% OWNERSHIP, START 8/17/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE. CMG GLOBAL HOLDINGS, LLC, INVT RELATED, PLANO, TX, START DATE 6/19/2018, 3 HRS PER MONTH, 0 HRS DURING TRADING, FINET OPERATIONS PRACTICE The Apothecary. Not Investment related. 110 Security Court Wylie Texas 75098. Charity/Ministry. President. 11/10/2025. 10 hours per month 0 hours during trading. The Apothecary is a Preaching Ministry of the Gospel of Jesus Christ.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-12
• S63 Uniform Securities Agent State Law Examination
  2000-12-29

Designations

Other Names

• James P. Pacholek
• James Paul Pacholek
• James Pacholek