JH
James G. Hagedorn
CHICAGO PARTNERS INVESTMENT GROUP LLC
Chicago, IL 60606
Some features on this profile are disabled
CRD#: 4583528
JH
Professional summary
James Gerard Hagedorn, who also goes by James Gerard Hagedom, is a registered financial advisor currently at CHICAGO PARTNERS INVESTMENT GROUP LLC located in Chicago, Illinois.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. James has worked at 3 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Gerard Hagedom
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view James Gerard Hagedorn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 7, 2022 - Present
CHICAGO PARTNERS INVESTMENT GROUP LLC
Office #1: 1 North Wacker Drive Suite 4075, Chicago, IL 60606RIA
CRD#: 147662
Chicago, IL
Past
January 26, 2009 - December 31, 2021
CHICAGO PARTNERS INVESTMENT GROUP LLC
RIA
CRD#: 147662
CHICAGO, IL
Past
October 9, 2007 - January 30, 2009
THE MOSAIC FINANCIAL GROUP, LLC
RIA
CRD#: 109816
CHICAGO, IL
Past
November 19, 2003 - September 4, 2007
PRICEWATERHOUSECOOPERS INVESTMENT ADVISERS LLC
RIA
CRD#: 110974
CHICAGO, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CP
CHICAGO PARTNERS INVESTMENT GROUP LLC
3D PARTNERS WEALTH ADVISORS | WATERSOUND WEALTH ADVISORS | NAPLES PARTNERS WEALTH ADVISORS | MIAMI PARTNERS WEALTH ADVISORS | HAWAII PARTNERS 3D WEALTH ADVISORS | CHICAGO PARTNERS WEALTH ADVISORS | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO PARTNERS HAWAII | CHICAGO PARTNERS | CHICAGO INVESTMENT PARTNERS LLC
CRD#: 147662 / SEC#: 801-69500
RIA
Registered Investment Advisory firm - (8/14/2008 Approved)Ohio
Registered Investment Advisory firm - (1/7/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(6/30/2023)
IAR
Illinois(1/11/2022)
IAR
Louisiana(1/7/2022)
IAR
Texas(9/27/2023)
Exams
Current Firm
CP
CHICAGO PARTNERS INVESTMENT GROUP LLC
3D PARTNERS WEALTH ADVISORS | WATERSOUND WEALTH ADVISORS | NAPLES PARTNERS WEALTH ADVISORS | MIAMI PARTNERS WEALTH ADVISORS | HAWAII PARTNERS 3D WEALTH ADVISORS | CHICAGO PARTNERS WEALTH ADVISORS | CHICAGO PARTNERS INVESTMENT GROUP LLC | CHICAGO PARTNERS HAWAII | CHICAGO PARTNERS | CHICAGO INVESTMENT PARTNERS LLC
CRD#: 147662 / SEC#: 801-69500
RIA
Registered Investment Advisory firm - (8/14/2008 Approved)Ohio
Registered Investment Advisory firm - (1/7/2022 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1 North Wacker Drive Suite 4075, Chicago, IL 60606
Mailing Address
Phone number
(312) 284-6363
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,713 |
| AUM (Assets Under Management) | $ 5,958,850,183 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/12/2025 | ||
| 10/11/2024 | ||
| 03/11/2024 | ||
| 04/25/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
