James Hagedorn has been Chief Compliance Officer of Chicago Partners Investment Group since August 2008, is a control person of the firm and directly owns 75% or more of it. James Hagedorn holds an MBA from DePaul University. James Hagedorn studied at Marquette University.
Chicago Partners Investment Group LLC is a Chicago, IL firm with $7.47B under management, 2,764 clients and 38 advisers across 20 offices, as of its March 2026 filing.
Jim Hagedorn is Founding & Managing Partner of Chicago Partners Wealth Advisors. He has over 30 years of experience building multidisciplinary approaches to wealth management. Before founding the firm, he was a partner at The Mosaic Financial Group LLC, and before that spent over five years as practice leader in charge of PricewaterhouseCoopers' investment advisory practice in Chicago and the Midwest. He primarily serves high net worth individuals and endowment funds.
James Hagedorn’s longest registration is the current one, 17 years at Chicago Partners Investment Group since 2009. Before joining Chicago Partners Investment Group in 2022, James Hagedorn was registered through The Mosaic Financial Group, LLC and Pricewaterhousecoopers Investment Advisers LLC.
- – present · 17 yearsChicago, IL · Adviser representative · Firm CRD 147662
- The Mosaic Financial Group, LLC– · 1 yearChicago, IL · Adviser representative · Firm CRD 109816
- Pricewaterhousecoopers Investment Advisers LLC– · 3 yearsChicago, IL · Adviser representative · Firm CRD 110974
Professional designations
Listed by Chicago Partners Investment Group
- CFA
Investment adviser representative registrations
James Hagedorn is registered as an investment adviser representative in 4 states. The first approvals date from January 2022; the most recent is Texas, in September 2023.
- FloridaSince 30 June 2023
- IllinoisSince 11 January 2022
- LouisianaSince 7 January 2022
- TexasSince 27 September 2023
Examinations
No examinations are on James Hagedorn’s record.
- Full name
- James Gerard Hagedorn
- CRD
- 4583528
- Firm
- Chicago Partners Investment Group · CRD 147662
- Role
- Chief Compliance Officer
- Office
- 1 NORTH WACKER DRIVE, SUITE 4075, Chicago, IL 60606
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chicagopartnersllc.com
Where does James Hagedorn work?
James Hagedorn has been Chief Compliance Officer of Chicago Partners Investment Group LLC since August 2008, and is a control person of the firm.
Is James Hagedorn a financial advisor?
Yes. James Hagedorn has a current investment-adviser registration in Florida, Illinois, Louisiana and Texas, through Chicago Partners Investment Group since January 2022.
How many years of experience does James Hagedorn have?
James Hagedorn has 22 years in the financial industry, since December 2003, across 3 adviser firms.
Where did James Hagedorn work before Chicago Partners Investment Group?
Before Chicago Partners Investment Group, James Hagedorn was registered through The Mosaic Financial Group, LLC, October 2007 to January 2009; Pricewaterhousecoopers Investment Advisers LLC, November 2003 to September 2007.
Where is James Hagedorn based?
James Hagedorn’s registered office is in Chicago, IL.
Is James Hagedorn registered with FINRA?
No. James Hagedorn has no current broker registration.
Is James Hagedorn a CFA charterholder?
Chicago Partners Investment Group lists James Hagedorn with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify James Hagedorn’s record?
Search CRD 4583528 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Hagedorn’s full registration record.
