Jim McClendon
Gründer bei Pacific Financial Group, Inc.
Ursprung des Netzwerks ersten Grades von Jim McClendon
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
17
| Subsidiary | Investment Managers | 17 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jim McClendon
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
American General Life Insurance Co.
American General Life Insurance Co. Life/Health InsuranceFinance American General Life Insurance Co. offers life insurance services. The company was founded in 1910 and is headquartered in Houston, TX. | Life/Health Insurance | Corporate Officer/Principal | |
Washington Capital Management, Inc.
Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Investment Managers | Portfolio Manager-Equities | |
Waddell & Reed Financial Services, Inc. | Corporate Officer/Principal | ||
The Boston Family Office LLC
The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Investment Managers | Portfolio Manager-Equities | |
PACIFIC OAK STRATEGIC OPPORTUNITY REIT, INC. | Real Estate Investment Trusts | Director/Board Member | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
Telos Capital Management, Inc.
Telos Capital Management, Inc. Investment ManagersFinance Telos Capital Management, Inc. (TCM) is a privately-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Tom Alexander in 1986 and formerly known as A&M Investment Management. TCM provides investment management services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses, and high-net-worth individuals. | Investment Managers | Director of Research - Equity | |
California State University-Fresno | College/University | Undergraduate Degree | |
California State University-East Bay | College/University | Masters Business Admin | |
Illinois State University | College/University | Graduate Degree | |
James Madison University | College/University | Undergraduate Degree | |
Suffolk University | College/University | Masters Business Admin | |
Middlebury College | College/University | Undergraduate Degree | |
University of British Columbia | College/University | Undergraduate Degree | |
Northern Kentucky University | College/University | Graduate Degree | |
Pace University | College/University | Undergraduate Degree | |
St. Mary's College of California | College/University | Undergraduate Degree | |
Seattle University | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
University of California, Davis | College/University | Undergraduate Degree | |
University of South Florida | College/University | Undergraduate Degree | |
Securities America Advisors, Inc.
Securities America Advisors, Inc. Investment ManagersFinance Securities America Advisors, Inc. (Securities America) is a SEC-registered investment advisor headquartered in La Vista, Nebraska. The firm was founded in 1994 and is wholly-owned by Securities America Financial Corp., a wholly-owned subsidiary of Osaic Holdings, Inc. Securities America provides investment advice to individual and institutional clients. Securities America will transition to Osaic Wealth, Inc. | Investment Managers | Corporate Officer/Principal | |
City University of Seattle | College/University | Undergraduate Degree | |
AIG Mortgage Capital LLC
AIG Mortgage Capital LLC Finance/Rental/LeasingFinance Part of None, AIG Mortgage Capital LLC is an American company. | Finance/Rental/Leasing | Director/Board Member | |
Alfred University | College/University | Undergraduate Degree | |
Mortgage Bankers Association
Mortgage Bankers Association Miscellaneous Commercial ServicesCommercial Services Mortgage Bankers Association is an American company that provides web, virtual event, and mobile solutions to its clients. The non-profit company is based in Washington and has subsidiaries in the United States. The company has over 20 certifications and dedicated success specialists to ensure their clients' satisfaction. The company offers industry-leading engagefully and engagefully events apps and platforms that power year-round member engagement as well as in-person, hybrid/blended, and virtual events on both mobile and desktop devices. The company is a Sitefinity Gold Partner with years of experience delivering results-driven association websites using the Sitefinity platform. The CEO of the company is Robert D. Broeksmit. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Real Estate Roundtable
The Real Estate Roundtable Miscellaneous Commercial ServicesCommercial Services The Real Estate Roundtable operates real estate and trade associations. The non-profit company is based in Washington. The CEO of the American company is Jeffrey D. DeBoer. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Commercial Real Estate Finance Council, Inc.
Commercial Real Estate Finance Council, Inc. Internet Software/ServicesTechnology Services Commercial Real Estate Finance Council, Inc. is a trade association for the commercial real estate finance industry. The non-profit company is based in New York, NY and has subsidiaries in the United States. Its members include balance sheet and securitized lenders, loan and bond investors, private equity firms, servicers, and rating agencies. The council has been promoting liquidity, transparency, and efficiency in the commercial real estate finance markets for 30 years. It also acts as a legislative and regulatory advocate for the industry, setting market standards and best practices, and providing education for market participants. | Internet Software/Services | Corporate Officer/Principal | |
SunAmerica Investments, Inc. | Corporate Officer/Principal | ||
BNY Mellon Capital Markets LLC
BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Icon Investments, Inc. | Corporate Officer/Principal | ||
Randolph Co., Inc.
Randolph Co., Inc. Investment ManagersFinance Randolph Co., Inc. (RCO) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1996, RCO offers portfolio management to high net worth individuals and families, trusts and foundations. | Investment Managers | Portfolio Manager-Equities | |
CorAmerica Capital LLC
CorAmerica Capital LLC Real Estate DevelopmentFinance CorAmerica Capital LLC provides real estate investment and asset management services. The private company is based in El Segundo, CA. The CEO of the company is Brent Mathisen. | Real Estate Development | Chief Executive Officer | |
The University of Nebraska-Lincoln | College/University | Undergraduate Degree | |
Pacific Financial Group LLC
Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans. | Investment Managers | Chief Executive Officer Chief Investment Officer Portfolio Manager-Equities | |
Life Mortgage & Real Estate Officers Council | Corporate Officer/Principal | ||
UCLA Ziman Center for Real Estate
UCLA Ziman Center for Real Estate Miscellaneous Commercial ServicesCommercial Services The UCLA Ziman Center for Real Estate is an organization that focuses on advancing thought leadership in the field of real estate. The private company is based in Los Angeles, CA. The company achieves this by generating influential research, educating the next generation of leaders, and providing meaningful forums for industry professionals and policymakers. The company was founded by Peter M. Bren. | Miscellaneous Commercial Services | Director/Board Member | |
AIG Investments, Inc. | Corporate Officer/Principal | ||
BENSLER LLC
BENSLER LLC Investment ManagersFinance Bensler LLC (dba SCS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was co-founded by James "Jim” Beatty and Jeffrey Hensler. SCS provides investment advice to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
Pacific Oak Strategic Opportunity REIT II, Inc.
Pacific Oak Strategic Opportunity REIT II, Inc. Real Estate Investment TrustsFinance Pacific Oak Strategic Opportunity REIT II, Inc. operates as a real estate investment trust. It intends to acquire distressed debt, to originate and acquire mortgage, mezzanine, bridge and other real estate-related loans, to invest in various types of opportunistic real estate and to invest in real estate-related debt securities such as residential and commercial mortgage-backed securities and collateralized debt obligations. The company was founded on February 6, 2013 and is headquartered in Los Angeles, CA. | Real Estate Investment Trusts | Director/Board Member |
Statistik
International
Vereinigte Staaten | 50 |
Kanada | 2 |
Sektoral
Finance | 23 |
Consumer Services | 19 |
Commercial Services | 5 |
Technology Services | 2 |
Operativ
Corporate Officer/Principal | 29 |
Undergraduate Degree | 16 |
Portfolio Manager-Equities | 13 |
Director/Board Member | 7 |
Analyst-Equity | 5 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Jim McClendon
- Unternehmensverbindungen