Making your finances a source of strength and comfortSM
James Jaderborg specializes in working with physicians and medical professionals to help them overcome financial challenges unique to their careers.
James helps his clients and their families identify and prioritize their financial goals, while strategizing with them on how best to actively pursue these goals.
With his help, James’ clients can achieve a sense of strength and comfort in their finances, knowing every strategy is supporting their core values and helping protect their family from the unexpected.
Developing your personalized solution
James focuses on a comprehensive approach with areas of specialty, including:
- Asset protection strategies*
- Physician-specific disability insurance
- Debt management
- Life insurance strategies
- Tax minimization strategies*
- Retirement funding options
- Exit strategy*
- College funding options
Helping you achieve financial confidence
James works with clients throughout the country through virtual video meetings and has physical offices in Baltimore, Washington, D.C., and Philadelphia.
Additionally, he hosts educational workshops for universities and teaching hospitals throughout the country, speaking to many professionals about next steps in their path toward financial security.
When not in the office, you can find James enjoying time with his family and friends, staying active outdoors, and volunteering time as a board director for the nonprofit organization Stop Alzheimer’s Now.
Interested in learning more?
Reach out at email@example.com 443.475.0718 to schedule a complimentary, no-obligation strategy session.
James is a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), FINRA Series 7 and Series 66 Registered, Life and Health Licensed, Variable Life and Annuity Licensed and also a member of the National Association of Insurance and Financial Advisors (NAIFA).
James is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
GAMA International is a membership organization for which individuals must submit applications and payment. The organization is geared toward those in a recruiting, training, or supervision role in the financial services industry. Awards are based primarily on -commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting selected by the applicant. Individuals must be current with membership dues and submit an application fee for consideration. Working with this individual is not a guarantee of future financial results. Investors should conduct their own evaluation.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review**; 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutionalized discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Educational and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. 4,696 Philadelphia wealth managers were considered for the award; 805 (18 percent of candidates) were named Five Star Wealth Managers.
**To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.
Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.
Vice President, Disability Insurance and Property and Casualty Operations
612.617.6008 | firstname.lastname@example.org
Vice President, Life Insurance and Long-Term Care
612.617.6109 | email@example.com
Vice President and Director of Investments
612.617.6116 | firstname.lastname@example.org
Vice President, Financial Planning Resource Center
612.617.6137 | email@example.com
Baltimore100 International Drive, 23rd Floor
Baltimore, MD 21202
WashingtonNorth Star Resource Group
1015 15th St NW
Washington, DC 20005
Philadelphia2001 Market Street
Philadelphia, PA 19103