James Baker Jr.
Financial Life Plans for today with a clear vision for tomorrow.
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 with small business owners, young professionals, and (pre)retirees to the community. James specializes in creating innovative strategies to help overcome the unique challenges these individuals face. These specialties include:
- Income Protection Strategies
- Tax Distribution Strategies
- Wealth Management
- Retirement Strategies
- Employee Benefits
- College Funding Strategies
- Asset Protection Strategies
James is passionate about helping his clients and strives to build a reputation founded on honesty and integrity. James is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
James resides in Wilmington, Delaware, and enjoys spending time with family and friends. James serves on the Board of Director’s for The Bellevue Community Center and is active in the local Delaware Lyme disease community promoting and creating awareness as he is a survivor himself.