Skip to main content

  •  Tel: (302) 366-0366
  •  E-mail: service@dsfg.com
  •  
  •  

  • Home
  • About Us
    • Our Company
    • Our News
    • Our Process
    • Our Team
  • Our Services
    • Individuals
    • Businesses
    • Medical Professionals Division
    • Legal Professionals Division
  • Account Access
  • Resources
    • White Papers
    • Our Calendar
    • Useful Websites
    • Economic Calculators
  • Contact
  • Join Our Team 
    • Why Women Are a Natural Fit

Safety Guidelines in Place in Response to COVID-19. Read more …

    You are here

  1. Home
  2. James J. Wechsler, Jr., CLU, ChFC

James J. Wechsler, Jr., CLU, ChFC

Photo of team member
James J. Wechsler, Jr., CLU, ChFC
Senior Associate | Wealth Manager
Phone: 
(610) 565-9550
E-mail: 
jim.wechsler@dsfg.com

Our Mission

Financial Life Plans for today with a clear vision for tomorrow.

Expertise

Jim is a graduate of St. Joseph’s University with a Bachelor of Science degree in Business Administration and Drexel University with a Master of Business Administration degree. He started his business career in banking in 1982. He has been affiliated with Securian Financial Services since 1990.

 

Mission Statement – To work with small to mid-size businesses and/or professional firms, assisting them in the procurement and management of the various employee benefit plans they require. This would include:

 

Group Health Insurance

Group Life Insurance

Group Disability Insurance

Business Continuation Strategies

 

Additional time is spent working with business owners and professionals in designing their personal financial strategies.

 

Jim also works with the Diamond State team in the following areas:

 

Life Insurance

Disability Insurance

Retirement Strategies

Estate Planning

 

Jim has earned the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College

 

Personal

Jim lives in Drexel Hill, Pennsylvania with his wife Kate and his two children; James III who attended the University of Delaware and Villanova University and has a career in banking, and Madeleine, who attended Villanova University and is a Registered Nurse. In his free time, Jim enjoys the Jersey Shore, golf and home renovations.

 
 
 
 
 

Our Team

bbb logo.jpg

121 Continental Drive, Suite 110, Newark, DE 19713 United States
  •  Tel: (302) 366-0366
  •  Fax: (302) 454-9405
  •  service@dsfg.com
200 E. State Street, Suite 303, Media, PA 19063
  •  Tel: 610.565.9550
  •  Fax: 610.892.0822
  •  service@dsfg.com
  •  
  •  

UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

121 Continental Drive, Suite 110, Newark DE 19713.  (302)366-0366 2953023 DOFU 06/2020

© 2021 Diamond State Financial Group. All rights reserved.

Website Design For Financial Services Professionals