800.352.5837

James Jaderborg
James Jaderborg, CLU®, ChFC®
Financial Advisor
Areas of Focus
  • Medical Professionals
  • Fee Based Financial Planning
  • Debt Management
  • Asset Protection
  • Risk Management
  • Retirement
  • Tax Strategies
  • Wealth Management


Phone: 443.475.0718
Locations:
Baltimore, MD »
100 International Drive, 23rd Floor
Baltimore, MD 21202
Washington, DC »
North Star Resource Group
1015 15th St NW
Washington, DC 20005
Philadelphia, PA »
2001 Market Street
Suite 2500
Philadelphia, PA 19103

Fax: 612.256.3161

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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. 1594097 / 09-2016

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Resource Team

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.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Baltimore

100 International Drive, 23rd Floor
Baltimore, MD 21202

Washington

North Star Resource Group
1015 15th St NW
Washington, DC 20005

Philadelphia

2001 Market Street
Suite 2500
Philadelphia, PA 19103

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.