Making Finances a Source of Strength and ComfortSM
James Jaderborg works 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.
By taking the time to uncover clients’ backgrounds, philosophies, and objectives, James and his team are able to develop a strategy unique to the specific needs of the client. With the intention of generating lifelong relationships for financial solutions with his clients, he focuses on a comprehensive approach with areas of specialty including:
- Asset Protection Strategies*
- Physician Specific Disability Insurance
- Debt Management (student loans, personal loans, credit cards)
- Wealth Management
- Life Insurance Strategies
- Tax Minimization Strategies*
- Retirement Funding Options (Solo 401k, SEP, 410k 403b, Roth IRA)
- Financial Considerations when developing an Exit Strategy*
- College Funding Options
With offices in Baltimore, Philadelphia and Washington, D.C., James co-hosts educational seminars for numerous universities and teaching hospitals throughout all three areas. He is 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).
A graduate of the University of Wisconsin – Stout, James holds a degree in Business Administration and a Financial Services concentration. When he’s not working, James spends his time as a Board Director for the non-profit organization Stop Alzheimer’s Now, with family and friends, or staying active outdoors.
Interested in learning more about James? Contact him at the number or email listed above.
James is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 2755668 / DOFU 10-2019
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.
Name: Chase Brakke
Title: National Disability Insurance Specialist
Name: Chris Sitek
Title: Vice President, Life Business Development
Name: Jeff Landt
Title: Vice President and Director of Investments
Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
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