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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Erik Jaderborg is a financial advisor with Cetera Investment Advisers LLC. James has been in the financial services industry since 2010 and has experience working with a variety of clients. James holds the Series 7 and Series 66 licenses, as well as the SIE exam. James is also a Chartered Financial Consultant. James specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. James has previously worked at Securian Financial Services, Inc. and CRI Securities, LLC. James is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (OWINGS MILLS MD)
MD
07/08/2010 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (BALTIMORE MD)
PA
09/13/2013 - 12/31/2014
CRI SECURITIES, LLC (PHILADELPHIA PA)
MN
07/08/2010 - 12/31/2012
CRI SECURITIES, LLC (MINNEAPOLIS MN)
BOTH
Issued 8/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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