Broker Check
Jaquelyn L. James

Jaquelyn L. James

Financial Adviser Representative

Jaquelyn L. James originally joined Carey James & Associates over a decade ago as marketing director and paraplanner. She quickly pursued getting her series 7 and series 66 licenses and then reestablished and rebranded the firm as the James Financial Group in partnership with her father. Jaquelyn has embraced the family tradition of providing independent financial advisory service to muti-generational families, high net worth individuals & woman. She works with clients on retirement planning, including social security maximization, and on developing comprehensive financial plans based on access to cutting edge technology. She serves her clients in conjunction with partners & outside professionals to ensure financial goals are achieved in a seamless manner. She has a passion for education and acts as instructor for the Modern Retirement Planning workshop held biannually at Cuesta College. Her clients have shown appreciation for her listening skills, her approachability and for the care and individual attention she provides. She always strives to keep up with demands of the ever-changing financial and technological landscape of the modern era.


Jaquelyn is a Cal State Long Beach alumni and has an educational background in psychology and neuroscience. Jaquelyn's strong analytical background has proved to be a great asset to her career in the financial planning industry. Jaquelyn holds her Series 7 License and 66 License through Centaurus Financial. Jaquelyn has also practiced as a Volunteer Income Tax Preparer through VITA The Volunteer Income Tax Assistance Program. Jaquelyn belongs to the Arroyo Grande and Grover Beach Chamber of Commerce and has also volunteered with different charitable organizations, acting as Treasurer, Event Director, and Member at Large for various non-profits such as the SLO Noor Clinic, Surfrider Foundation, Habitat for Humanity, and local faith-based groups. Jaquelyn also loves to perform and outside the office you can find her acting, singing, and dancing in local community theater productions and writing and recording music. She has a 14-year-old daughter and 7-year-old son and enjoys the challenges and rewards of motherhood.