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Jaquelyn J

Series 66

Arroyo Grande, CA

Centaurus Financial, Inc.

Jaquelyn James is a financial advisor with Centaurus Financial, Inc. She holds a Series 66 designation and has 11 years of industry experience. She has worked at Carey James & Associates since 2013. Outside of her advisory role, she serves as Director of Marketing for James Financial Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a variety of discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Diane J

Series 63, Series 66

Arroyo Grande, CA

Centaurus Financial, Inc.

Diane James is a financial advisor at Centaurus Financial, Inc. with 17 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Centaurus Financial since 2014. Diane is also a licensed real estate sales agent representing buyers and sellers in Arroyo Grande, CA. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements and a variety of analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Carey J

Series 63

Arroyo Grande, CA

Centaurus Financial, Inc.

Carey James is a financial advisor with Centaurus Financial, Inc. who holds a Series 63 credential and has 40 years of industry experience. He has been with Centaurus Financial since 2004 and also operates Carey James & Associates, Inc., where he serves as president. His other business activities include managing marketing efforts through James Financial Group. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through diverse strategies and both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Thomas P

Series 63, Series 65

Arroyo Grande, CA

Centaurus Financial, Inc.

Thomas Paine is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Centaurus Financial since 2006 and has operated in long-term care insurance marketing since 1986. Paine serves as Chair of the Investment Committee for Avila Valley Mutual Water Company, a private water district board. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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