Our Team

At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

James Baker, Jr.

CFP®
Senior Associate | Wealth Manager

James Baker, Jr. is a Financial Advisor at Diamond State Financial Group. He works with business owners, medical professionals, and (pre)retirees within the community. James takes an educational approach and specializes in creating innovative strategies to help overcome the unique challenges these individuals face. His 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.

Contact James

James Baker, Jr. Financial Advisor

Education

James graduated from the University of Delaware with a Bachelor of Science in Business Administration with a concentration in Finance. James holds his Series 7 and Series 66 registrations and his Life and Health Insurance licenses. He has also obtained his CERTIFIED FINANCIAL PLANNER™ certification. James is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.

Community

James is active in the local Delaware Lyme disease community, promoting and creating awareness as a survivor.

Personal

James resides in Wilmington, Delaware, and enjoys spending time with his wife, Autumn, and sons, Jordan and Jackson.

DSFG Team - James Baker personal photo DSFG Team - James Baker personal photo DSFG Team - James Baker personal photo DSFG Team - James Baker personal photo
Check the background of this firm on FINRA’s BrokerCheck (site opens in a new tab).
Back to top