James Bales is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He has been with Centaurus Financial since 2001 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Bales serves on the board of Lifespire of Virginia, a faith-based continuing care community, and is a second alternate board member for the Poquoson Board of Equalization, which reviews property tax assessments. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and other specialized services, employing both discretionary and non-discretionary arrangements with various analytical approaches.

Jacob Bales is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2014. He also operates James Bales Financial, providing financial planning and client services independently. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary portfolio management through platforms like CLASSIC Plus.