Broker Check
James Baker

James Baker

Investment Advisor Representative

Born and raised in Allentown, Pennsylvania, Jim has been a financial advisor, serving the residents and businesses of the Lehigh Valley area, for more than forty years.

Jim attended the Valley Forge Military Academy, earning an A.A., before completing his education at Texas Lutheran University with a Bachelor of Science.   Jim holds Life, Annuity, Long-Term Care, Disability and Health Insurance licenses, and also has Series 63 and Series 7 securities licenses. 

Jim is very involved in community activities and is a member of the Lehigh Valley Estate Planning Council.