Money Jungle is the Internet home for The Financial Advisory Group, a full service, fee-based investment and strategic advisory firm serving individuals, corporations, estates, and trusts.
Our Mission
To develop long lasting relationships with clients that enables us to help them attain their personal and investment goals leading to financial and personal peace of mind.
Our Vision
To earn the trust and respect of clients for our knowledge, experience and integrity combined with our creative client-specific approach to challenges.
Our Approach
To provide clients with a level of service that exceeds expectations.
Contact Information
James O. Davis, MBA, CFP®
Principal, The Financial Advisory Group
Branch Manager, Centaurus Financial, Inc.
Telephone: 415-752-6222
Location:
55 Buena Vista Terrance
San Francisco, CA 94117-4110
Electronic mail:
For Non-Securities Related Matters: jdavis@moneyjungle.com
For Securities Related Matters: jdavis@cfiemail.com
The Financial Advisory Group is a Registered Investment Advisory Firm in the state of California. Securities are offered through Centaurus Financial, Inc., a Registered Broker/Dealer, member FINRA & SIPC, James O. Davis, Registered Representative. James O. Davis the Principal/Financial Consultant of The Financial Advisory Group, is securities licensed in California and some other states. James O. Davis is insurance licensed in CA (Ins. License #0712211) and some other states.
This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. If you are not a resident of California please contact us regarding our ability to accept you as a client prior to proceeding.