Jaquelyn L. James Financial Adviser

Jaquelyn L. James Financial Adviser Financial Advisor that helps families, business leaders and woman prepare for a Modern Retirement. Multigenerational Wealth Management Firm. HI, ID, MA.

Securities & advisory services offered through Centaurus Financial, inc. Member FINRA/SIPC, www.finra.org, a broker/dealer & registered investment adviser. Specializes in financial planning tailored to life-stage, generational wealth transference, & research-based portfolio management for families and their businesses. We work closely with families through a collaborative process that involves act

ive listening, exploring, risk-management & administration so that goals are realized & plans carried out with less stress. Our personalized program acts as a GPS navigator to help families manage their wealth in a way that is in alignment with their values. Securities and advisory services are offered through Centaurus
Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org,
a broker/dealer and registered investment adviser. The
representatives associated with this site may only discuss/transact
business in the following states: CA, OR, AZ, NV, FL. NV, NM, OH, OR, TX, UT, VI. The James Financial Group and Centaurus Financial, Inc. are not affiliated companies.

Address

1186 E Grand Avenue
Arroyo Grande, CA
93420

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Jaquelyn L. James Financial Adviser posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jaquelyn L. James Financial Adviser:

Shortcuts

Share