James Baker Jr Cfp®
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James Baker Jr Cfp® Email & Phone Number

Senior Associate | Wealth Manager at Diamond State Financial Group at Diamond State Financial Group
Location: Wilmington, Delaware, United States 1 work role 1 school
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Role
Senior Associate | Wealth Manager at Diamond State Financial Group
Location
Wilmington, Delaware, United States
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Who is James Baker Jr Cfp®? Overview

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Quick answer

James Baker Jr Cfp® is listed as Senior Associate | Wealth Manager at Diamond State Financial Group at Diamond State Financial Group, a company with 64 employees, based in Wilmington, Delaware, United States. AeroLeads shows a matched LinkedIn profile for James Baker Jr Cfp®.

James Baker Jr Cfp® previously worked as Wealth Manager at Diamond State Financial Group. James Baker Jr Cfp® holds Bachelor’S Degree, Finance, General from University Of Delaware - Lerner College Of Business And Economics.

Company email context

Email format at Diamond State Financial Group

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Diamond State Financial Group

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Profile bio

About James Baker Jr Cfp®

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 900 Prides Crossing Newark, DE 19713

Current workplace

James Baker Jr Cfp®'s current company

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Diamond State Financial Group
Diamond State Financial Group
Senior Associate | Wealth Manager at Diamond State Financial Group
newark, delaware, united states
Website
Employees
64
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1 role · 10 years

James Baker Jr Cfp® work experience

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  • Diamond State Financial Group
    Wealth Manager
    2016 - Present - 900 Prides Crossing; Newark, De 19713
    Expertise James Baker, Jr., is a Financial Advisor at Diamond State Financial Group. He graduated from the University of Delaware with a Bachelor of Science degree in Business Administration with a concentration in Finance. James currently holds his Series 7 and Series 66 registrations, as well as his Life and Health Insurance licenses.James works closely with families and young professionals; as well as small business owners. In all cases, James has been able to find unique ways to help meet his client’s individual needs. He believes that a comprehensive financial strategy is key to helping clients meet their short, intermediate, and long term goals. James is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.PersonalJames resides in Wilmington, Delaware, and enjoys spending time with family and friends. James is active in the local Delaware Lyme disease community promoting and creating awareness as he is a survivor himself.James Baker Jr. CFP® Senior Associate | Wealth Manager Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License # 0M33550.
Team & coworkers

Colleagues at Diamond State Financial Group

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1 education record

James Baker Jr Cfp® education

FAQ

Frequently asked questions about James Baker Jr Cfp®

Quick answers generated from the profile data available on this page.

What company does James Baker Jr Cfp® work for?

James Baker Jr Cfp® works for Diamond State Financial Group.

What is James Baker Jr Cfp®'s role at Diamond State Financial Group?

James Baker Jr Cfp® is listed as Senior Associate | Wealth Manager at Diamond State Financial Group at Diamond State Financial Group.

Where is James Baker Jr Cfp® based?

James Baker Jr Cfp® is based in Wilmington, Delaware, United States while working with Diamond State Financial Group.

What companies has James Baker Jr Cfp® worked for?

James Baker Jr Cfp® has worked for Diamond State Financial Group.

Who are James Baker Jr Cfp®'s colleagues at Diamond State Financial Group?

James Baker Jr Cfp®'s colleagues at Diamond State Financial Group include Diane Hantzandreou, Chfc®, Jhonatan Kevin Pelaez Salazar, Michael Durstein, Cfp®, Chfc®, Ketul Mody, Cfp®, Ricp®, and Hali Englert.

How can I contact James Baker Jr Cfp®?

You can use AeroLeads to view verified contact signals for James Baker Jr Cfp® at Diamond State Financial Group, including work email, phone, and LinkedIn data when available.

What schools did James Baker Jr Cfp® attend?

James Baker Jr Cfp® holds Bachelor’S Degree, Finance, General from University Of Delaware - Lerner College Of Business And Economics.

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