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Our Team

At James Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Will I have enough money to last throughout retirement?

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Carey James

Carey A. James

Branch Principal

(805) 473-6670

(805) 473-0751

Jaquelyn James

Jaquelyn L. James

Financial Adviser Representative

(805) 473-6670

(805) 473-0751

Diane James

Diane L. James

Investment Adviser Representative

(805) 473-6670

(805) 473-0751

Carmen Buckle

Carmen Buckle

Executive Administrative Assistant

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